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IN-DEPTH PARTNERS, LLC
78 Sw 7th Street
Ste 500
Miami, Florida 33130
Tel: 786-688-4347
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 Status | Approved |
|---|---|
| Firm CRD# | 311454 |
| SEC# | 801-120188 |
| Assets Managed by Firm | $176,769,691 |
| No. of Clients | 4 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $176,769,691 |
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