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EKANTA WEALTH ADVISORS LLC
EKANTA WEALTH ADVISORS LLC
COCONUT GROVE, Florida
·
7 registered advisors
·
CRD# 282031
SEC# 801-115217
0
305-882-9240
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EKANTA WEALTH ADVISORS LLC
7 registered advisors
Carlos Salzedo Navarro
COCONUT GROVE, Florida
CRD# 6313863
Jaime Francisco Stewart
COCONUT GROVE, Florida
CRD# 6637735
James Burnard Hoar
COCONUT GROVE, Florida
CRD# 6637807
John Hastings Jephson
COCONUT GROVE, Florida
CRD# 2435183
Julio Nmn Bailon
COCONUT GROVE, Florida
CRD# 7504848
Miles Hywel Evans
COCONUT GROVE, Florida
CRD# 6637820
Nova Madueno Bailon
COCONUT GROVE, Florida
CRD# 5630738
05
Office Locations
COCONUT GROVE, Florida
7 advisors
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Data sourced from SEC Form ADV filings. EKANTA WEALTH ADVISORS LLC (CRD# 282031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.