TRADE STREET INVESTMENT ADVISER, LLLP

AVENTURA, Florida·4 registered advisors·CRD# 127258
SEC# 801-62162786-248-5200
01

Firm Overview

AUM
$358M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at TRADE STREET INVESTMENT ADVISER, LLLP

4 registered advisors
Heidi Baumann
AVENTURA, Florida
Herbert Clifton Skinner
AVENTURA, Florida
Humberto L Lopez
AVENTURA, Florida
Michael D. Baumann
AVENTURA, Florida
05

Office Locations

AVENTURA, Florida
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TRADE STREET INVESTMENT ADVISER, LLLP (CRD# 127258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.