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Jamie Ivan Grossman

ALVARIUM INVESTMENT ADVISORS (US), INC.·MIAMI, Florida
Unclaimed Profile
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6454053Firm CRD# 152104
01

About

Jamie Ivan Grossman is a registered financial advisor based in MIAMI, Florida, affiliated with ALVARIUM INVESTMENT ADVISORS (US), INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ALVARIUM INVESTMENT ADVISORS (US), INC.
AUM
$840M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALVARIUM INVESTMENT ADVISORS (US), INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6454053
Firm CRD# 152104
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jamie Ivan Grossman offer?
Jamie Ivan Grossman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jamie Ivan Grossman's credentials?
Jamie Ivan Grossman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Ivan Grossman located?
Jamie Ivan Grossman is based in MIAMI, Florida, working with ALVARIUM INVESTMENT ADVISORS (US), INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jamie Ivan Grossman charge for services?
Jamie Ivan Grossman's firm is compensated through percentage of aum, 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 ALVARIUM INVESTMENT ADVISORS (US), INC.?
ALVARIUM INVESTMENT ADVISORS (US), INC. has approximately 4 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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