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OCTOGONE NA
1395 Brickell Avenue
Suite 1180
Miami, Florida 33131
Tel: 305-677-9559
About OCTOGONE NA
OCTOGONE NA, formally registered with the SEC as OCTOGONE NA. The firm was established in 08/24/2022. They have over 1 offices throughout the country.
OCTOGONE NA is a Miami, Florida based Financial Planning firm with nearly $378,571,749 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322478 |
| SEC# | 801-126432 |
| Assets Managed by Firm | $378,571,749 |
| No. of Clients | 82 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (RESEARCH)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $378,571,749 |
| Individuals (other than high net worth individuals) | 13 | $11,175,142 |
| High net worth individuals | 15 | $22,965,151 |
| Corporations or other businesses | 48 | $279,953,254 |
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