600 Brickell Avenue
Penthouse
Miami, Florida 33131-3067
Tel: (786) 693-5700
I SQUARED CAPITAL ADVISORS (US) LLC, formally registered with the SEC as I SQUARED CAPITAL ADVISORS (US) LLC. The firm was established in 07/05/2013. They have over 1 offices throughout the country.
I SQUARED CAPITAL ADVISORS (US) LLC is a Miami, Florida based Financial Planning firm with nearly $47,897,133,982 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 207 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 168339 |
SEC# | 801-78269 |
Assets Managed by Firm | $47,897,133,982 |
No. of Clients | 61 |
No. of Advisors | 207 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 61 | $47,897,133,982 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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