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Matthew Anthony Lapides

GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC·MIAMI, Florida
CFPSeries 24Series 39Series 26Series 23Series 10Series 9Series 72Series 42Series 82Series 52Series 99Series 6Series 22Series 62SIE
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801 BRICKELL AVENUE, 9TH FLOOR, MIAMI, FL 33131CRD# 3137390Firm CRD# 166465
01

About

Matthew Anthony Lapides is a registered financial advisor based in MIAMI, Florida, affiliated with GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC. 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
ETHOS WEALTH MANAGEMENT LLC
ETHOS PRIVATE WEALTH
AUM
$22M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ETHOS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEE
Regulatory
SEC/IARD CRD# 3137390
Firm CRD# 166465
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Anthony Lapides offer?
Matthew Anthony Lapides specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Matthew Anthony Lapides's credentials?
Matthew Anthony Lapides holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Anthony Lapides located?
Matthew Anthony Lapides is based in MIAMI, Florida, working with GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Matthew Anthony Lapides charge for services?
Matthew Anthony Lapides's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC?
GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $22M 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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