Claim Profile
JM

Jose Minski

WM PARTNERS, LP·AVENTURA, Florida
Unclaimed Profile
21500 BISCAYNE BLVD, AVENTURA, FL 33180CRD# 6502277Firm CRD# 235788
01

About

Jose Minski is a registered financial advisor based in AVENTURA, Florida, affiliated with WM PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WM PARTNERS, LP
WM PARTNERS, LP
AUM
$1.1B
Regulatory assets under management
Employees
20
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6502277
Firm CRD# 235788
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.

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 Jose Minski offer?
Jose Minski specializes in Retirement Planning. Contact their office in AVENTURA, Florida for a consultation.
What are Jose Minski's credentials?
Jose Minski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Minski located?
Jose Minski is based in AVENTURA, Florida, working with WM PARTNERS, LP. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Jose Minski charge for services?
Jose Minski's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WM PARTNERS, LP?
WM PARTNERS, LP has approximately 20 employees and manages $1.1B 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 →
Browse by specialty