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Cristhian Carlos Dick

PORTFOLIO.ME, LLC·KEY BISCAYNE, Florida
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200 CRANDON BLVD SUITE 201, KEY BISCAYNE, FL 33149CRD# 6624476Firm CRD# 283036
01

About

Cristhian Carlos Dick is a registered financial advisor based in KEY BISCAYNE, Florida, affiliated with PORTFOLIO.ME, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO.ME, LLC
CENSIBLE
AUM
$774K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO.ME, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6624476
Firm CRD# 283036
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cristhian Carlos Dick offer?
Cristhian Carlos Dick specializes in Investment Management, Fee-Only Advisory. Contact their office in KEY BISCAYNE, Florida for a consultation.
What are Cristhian Carlos Dick's credentials?
Cristhian Carlos Dick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristhian Carlos Dick located?
Cristhian Carlos Dick is based in KEY BISCAYNE, Florida, working with PORTFOLIO.ME, LLC. Their office serves clients in the KEY BISCAYNE metropolitan area and surrounding communities.
How does Cristhian Carlos Dick charge for services?
Cristhian Carlos Dick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO.ME, LLC?
PORTFOLIO.ME, LLC has approximately 5 employees and manages $774K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KEY BISCAYNE
Cristian J Segui-Clausen — RUBICON ASSET MANAGEMENT, LLCAlberto Gianluigi Pontonio — PORTFOLIO.ME, LLCJaime Madariaga — TODO CAPITAL, LLCMariano Nmn Ocantos — KIG INVESTMENT MANAGEMENT, LLCStephen Robert — BARU ASSET MANAGEMENT LLC
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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