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Josephine Santos Jimenez

CHANNING GLOBAL ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
801 BRICKELL AVE, MIAMI, FL 33131CRD# 5491834Firm CRD# 290893
01

About

Josephine Santos Jimenez is a registered financial advisor based in MIAMI, Florida, affiliated with CHANNING GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHANNING GLOBAL ADVISORS, LLC
CHANNING GLOBAL ADVISORS, LLC
AUM
$553M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CHANNING GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5491834
Firm CRD# 290893
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Josephine Santos Jimenez offer?
Josephine Santos Jimenez specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Josephine Santos Jimenez's credentials?
Josephine Santos Jimenez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josephine Santos Jimenez located?
Josephine Santos Jimenez is based in MIAMI, Florida, working with CHANNING GLOBAL ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Josephine Santos Jimenez charge for services?
Josephine Santos Jimenez'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 CHANNING GLOBAL ADVISORS, LLC?
CHANNING GLOBAL ADVISORS, LLC has approximately 7 employees and manages $553M 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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