AdvisorOS Directory
Claim Profile
AR

Alan O Rotter

EVOLUTION WEALTH ADVISORS, LLC·AVENTURA, Florida
Unclaimed Profile
20900 NE 30TH AVENUE, AVENTURA, FL 33180CRD# 6738879Firm CRD# 285142
01

About

Alan O Rotter is a registered financial advisor based in AVENTURA, Florida, affiliated with EVOLUTION WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
EVOLUTION WEALTH ADVISORS, LLC
EVOLUTION WEALTH ADVISORS, LLC
AUM
$952M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at EVOLUTION WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6738879
Firm CRD# 285142
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AVENTURA?

Browse all registered financial advisors in AVENTURA, Florida or claim this profile if it's yours.

Browse AVENTURA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alan O Rotter offer?
Alan O Rotter specializes in Investment Management, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.
What are Alan O Rotter's credentials?
Alan O Rotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan O Rotter located?
Alan O Rotter is based in AVENTURA, Florida, working with EVOLUTION WEALTH ADVISORS, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Alan O Rotter charge for services?
Alan O Rotter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOLUTION WEALTH ADVISORS, LLC?
EVOLUTION WEALTH ADVISORS, LLC has approximately 12 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AVENTURA
David Blatt — CSP ADVISOR LPLawrence Joseph Pross — EPIPHANLY ADVISORY, LLCBeatriz Gutierrez Junco — CV ADVISORS LLCSteven Alan Wagner — OMNIA FAMILY WEALTH, LLCTara Lynn Antal — TCA FUND MANAGEMENT GROUP CORP.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile