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Samantha Anne Viola

LINN WEALTH CAPITAL MANAGEMENT, LLC·MIAMI BEACH, Florida
Unclaimed Profile
1111 LINCOLN RD., MIAMI BEACH, FL 33139CRD# 7274435Firm CRD# 288030
01

About

Samantha Anne Viola is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with LINN WEALTH CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES
AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7274435
Firm CRD# 288030
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samantha Anne Viola offer?
Samantha Anne Viola specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Samantha Anne Viola's credentials?
Samantha Anne Viola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samantha Anne Viola located?
Samantha Anne Viola is based in MIAMI BEACH, Florida, working with LINN WEALTH CAPITAL MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Samantha Anne Viola charge for services?
Samantha Anne Viola'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 LINN WEALTH CAPITAL MANAGEMENT, LLC?
LINN WEALTH CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jordan Alan Linn
MIAMI BEACH, FL
Tatiana Paolucci
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Research
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