Unclaimed Profile

Robert Mas

IFB WEALTH MANAGEMENT LLC·MIAMI, Florida

Clean recordIFB WEALTH MANAGEMENT LLC

777 SW 37TH AVENUE, MIAMI, FL 33135CRD# 7493773Firm CRD# 299318

Profile Verification

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

Identity

Robert Mas · MIAMI, FL

Registration

CRD #7493773 · IFB WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Mas is a registered financial advisor based in MIAMI, Florida, affiliated with IFB WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

IFB WEALTH MANAGEMENT LLC

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at IFB WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 7493773

Firm CRD# 299318

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Mas offer?

Robert Mas specializes in Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Robert Mas's credentials?

Robert Mas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Mas located?

Robert Mas is based in MIAMI, Florida, working with IFB WEALTH MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Robert Mas charge for services?

Robert Mas's firm is compensated through percentage of aum, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFB WEALTH MANAGEMENT LLC?

IFB WEALTH MANAGEMENT LLC has approximately 9 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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