Unclaimed Profile

Saglara Iofe

ICEBRIDGE FINANCIAL GROUP, LLC·BOCA RATON, Florida

Clean recordICEBRIDGE FINANCIAL GROUP, LLC

433 PLAZA REAL, BOCA RATON, FL 33432CRD# 7626964Firm CRD# 323346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Saglara Iofe · BOCA RATON, FL

Registration

CRD #7626964 · ICEBRIDGE FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Saglara Iofe is a registered financial advisor based in BOCA RATON, Florida, affiliated with ICEBRIDGE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ICEBRIDGE FINANCIAL GROUP, LLC

ICEBRIDGE FINANCIAL GROUP

AUM

$40M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ICEBRIDGE FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7626964

Firm CRD# 323346

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Saglara Iofe offer?

Saglara Iofe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Saglara Iofe's credentials?

Saglara Iofe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Saglara Iofe located?

Saglara Iofe is based in BOCA RATON, Florida, working with ICEBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Saglara Iofe charge for services?

Saglara Iofe'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 ICEBRIDGE FINANCIAL GROUP, LLC?

ICEBRIDGE FINANCIAL GROUP, LLC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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