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Julio Nmn Bailon

EKANTA WEALTH ADVISORS LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 7504848Firm CRD# 282031
01

About

Julio Nmn Bailon is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with EKANTA 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# 7504848
Firm CRD# 282031
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julio Nmn Bailon offer?
Julio Nmn Bailon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Julio Nmn Bailon's credentials?
Julio Nmn Bailon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julio Nmn Bailon located?
Julio Nmn Bailon is based in COCONUT GROVE, Florida, working with EKANTA WEALTH ADVISORS LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Julio Nmn Bailon charge for services?
Julio Nmn Bailon'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 EKANTA WEALTH ADVISORS LLC?
EKANTA 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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