Unclaimed Profile

Mai Phan Mcardle

EQUITIX INVESTMENTS NORTH AMERICA L.P.·MIAMI, Florida

Clean recordEQUITIX INVESTMENTS NORTH AMERICA L.P.

1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7461694Firm CRD# 313007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mai Phan Mcardle · MIAMI, FL

Registration

CRD #7461694 · EQUITIX INVESTMENTS NORTH AMERICA L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mai Phan Mcardle is a registered financial advisor based in MIAMI, Florida, affiliated with EQUITIX INVESTMENTS NORTH AMERICA L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EQUITIX INVESTMENTS NORTH AMERICA L.P.

AUM

$199M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUITIX INVESTMENTS NORTH AMERICA L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7461694

Firm CRD# 313007

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mai Phan Mcardle offer?

Mai Phan Mcardle specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Mai Phan Mcardle's credentials?

Mai Phan Mcardle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mai Phan Mcardle located?

Mai Phan Mcardle is based in MIAMI, Florida, working with EQUITIX INVESTMENTS NORTH AMERICA L.P.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Mai Phan Mcardle charge for services?

Mai Phan Mcardle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITIX INVESTMENTS NORTH AMERICA L.P.?

EQUITIX INVESTMENTS NORTH AMERICA L.P. has approximately 9 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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