542 Nw University Blvd
Suite B101
Port St Lucie, Florida 34986
Tel: 772-247-4488
MOTIV8 INVESTMENTS LLC, formally registered with the SEC as MOTIV8 INVESTMENTS LLC. The firm was established in 11/15/2016. They have over 13 offices throughout the country.
MOTIV8 INVESTMENTS LLC is a Port St Lucie, Florida based Financial Planning firm with nearly $161,355,661 assets under management, offering retirement planning & investment advisory services to 1628 clients. The firm is staffed with 40 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285560 |
SEC# | 801-108653 |
Assets Managed by Firm | $161,355,661 |
No. of Clients | 1628 |
No. of Advisors | 40 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1628 | $161,355,661 |
Individuals (other than high net worth individuals) | 679 | $103,320,010 |
High net worth individuals | 366 | $52,578,012 |
Pension and profit sharing plans | 16 | $5,457,639 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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