CANTATA WEALTH MANAGEMENT, LLC
Tel: 844-226-8282 2525 Ponce De Leon Blvd. Suite 300 Coral Gables, Florida 33134
About CANTATA WEALTH MANAGEMENT, LLC
CANTATA WEALTH MANAGEMENT, LLC is a Coral Gables, Florida based financial advisory firm with nearly $43,388,317 in assets under management and provides investment advisory services for 65 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
332526
Firm SEC#:
801-130950
Assets Under Management:
$43,388,317
No. of Clients:
65
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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