PROXY WEALTH ADVISORS LLC
Tel: 646-289-5075 19505 Biscayne Blvd. Suite 2350 Aventura, Florida 33180
About PROXY WEALTH ADVISORS LLC
PROXY WEALTH ADVISORS LLC is a Aventura, Florida based financial advisory firm with nearly $132,800,000 in assets under management and provides investment advisory services for 666 clients. There are currently 13 financial advisors at the firm.
General Information
Firm CRD#:
298080
Firm SEC#:
801-128321
Assets Under Management:
$132,800,000
No. of Clients:
666
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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