National Retirement Planning Experts

National Coverage
Local Professionals

IN-DEPTH PARTNERS, LLC

78 Sw 7th Street
Ste 500
Miami, Florida 33130
Tel: 786-688-4347

Need a Financial Advisor?
Compare Vetted Advisors

About IN-DEPTH PARTNERS, LLC

IN-DEPTH PARTNERS, LLC, formally registered with the SEC as IN-DEPTH PARTNERS, LLC. The firm was established in 01/19/2021. They have over 1 offices throughout the country.

IN-DEPTH PARTNERS, LLC is a Miami, Florida based Financial Planning firm with nearly $176,769,691 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311454
SEC#801-120188
Assets Managed by Firm$176,769,691
No. of Clients4
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$176,769,691

More Retirement Planning firms in Miami, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Miami, Florida