INVENIO WEALTH PARTNERS, LLC - Financial Advisor in Florida, Coral Gables

Tel: 971-371-3450 4000 Ponce De Leon Blvd. Suite 415 Coral Gables, Florida 33146

About INVENIO WEALTH PARTNERS, LLC

INVENIO WEALTH PARTNERS, LLC is a Coral Gables, Florida based financial advisory firm with nearly $289,687,658 in assets under management and provides investment advisory services for 262 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

323039

Firm SEC#:

801-126561

Assets Under Management:

$289,687,658

No. of Clients:

262

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING)

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