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ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES
MIAMI BEACH, Florida
·
1 registered advisor
·
CRD# 288030
SEC# 801-125814
1
(561) 289-8105
01
Firm Overview
AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
1 registered advisor
Jordan Alan Linn
MIAMI BEACH, Florida
CRD# 2664439
05
Office Locations
MIAMI BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC (CRD# 288030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.