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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