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MIRAMAR CAPITAL
666 Dundee Road
Suite 502
Northbrook, Illinois 60062
Tel: 847-291-7300
About MIRAMAR CAPITAL
MIRAMAR CAPITAL, formally registered with the SEC as MIRAMAR CAPITAL. The firm was established in 11/27/2017. They have over 1 offices throughout the country.
MIRAMAR CAPITAL is a Northbrook, Illinois based Financial Planning firm with nearly $491,330,980 assets under management, offering retirement planning & investment advisory services to 356 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290909 |
| SEC# | 801-112078 |
| Assets Managed by Firm | $491,330,980 |
| No. of Clients | 356 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 356 | $491,330,980 |
| Individuals (other than high net worth individuals) | 36 | $16,905,263 |
| High net worth individuals | 98 | $349,715,685 |
| Pension and profit sharing plans | 1 | $2,069,910 |
| Charitable organizations | 2 | $42,646,849 |
| Corporations or other businesses | 9 | $68,854,193 |
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|---|---|---|---|
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