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INTERCAM ADVISORS, INC.
1221 Brickell Avenue
Suite 200
Miami, Florida 33131
Tel: 305-377-8008
About INTERCAM ADVISORS, INC.
INTERCAM ADVISORS, INC, formally registered with the SEC as INTERCAM ADVISORS, INC. The firm was established in 03/25/2022. They have over 1 offices throughout the country.
INTERCAM ADVISORS, INC. is a Miami, Florida based Financial Planning firm with nearly $121,387,320 assets under management, offering retirement planning & investment advisory services to 100 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153799 |
| SEC# | 801-123538 |
| Assets Managed by Firm | $121,387,320 |
| No. of Clients | 100 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (COORDINATION OF ESTATE PLANNING SERVICES; CORPORATE TRANSACTION ADVICE; MARKET ANALYSES AND SECURITIES RESEARCH)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 100 | $121,387,320 |
| Individuals (other than high net worth individuals) | 62 | $27,610,268 |
| High net worth individuals | 35 | $85,431,871 |
| Corporations or other businesses | 3 | $8,345,181 |
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