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James Burnard Hoar

CLAIRMONT WEALTH ADVISORS LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 6637807Firm CRD# 282031
01

About

James Burnard Hoar is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with CLAIRMONT WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
EKANTA WEALTH ADVISORS LLC
EKANTA WEALTH ADVISORS LLC
AUM
$234M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at EKANTA WEALTH ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6637807
Firm CRD# 282031
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Burnard Hoar offer?
James Burnard Hoar specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
What are James Burnard Hoar's credentials?
James Burnard Hoar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Burnard Hoar located?
James Burnard Hoar is based in COCONUT GROVE, Florida, working with CLAIRMONT WEALTH ADVISORS LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does James Burnard Hoar charge for services?
James Burnard Hoar's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAIRMONT WEALTH ADVISORS LLC?
CLAIRMONT WEALTH ADVISORS LLC has approximately 7 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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