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 |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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