NUMA

1200 Brickell Avenue
Suite 1950
Miami, Florida 33131
Tel: 786-315-4824

About NUMA

NUMA, formally registered with the SEC as NUMA. The firm was established in 08/10/2012. They have over 3 offices throughout the country.

NUMA is a Miami, Florida based Financial Planning firm with nearly $186,396,399 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164602
SEC#	801-76990
Assets Managed by Firm	$186,396,399
No. of Clients	204
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Other (REIMBURSEMENT OF OFFICE AND OPERATIONS EXPENSES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (BACK-OFFICE EXECUTION AND SUB-ADVISORY. FOREIGN EXCHANGE HEDGING ADVISORY.)

Firm Client Information

	No. of Clients	AUM
Firm Total	204	$186,396,399
Individuals (other than high net worth individuals)	42	$8,368,901
High net worth individuals	25	$178,027,498

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