AMERANT INVESTMENTS, INC.
Coral Gables, Florida
3.4
86 Reviews
Amerant Investments, Inc., a local investment advisory firm based out of Coral Gables, FL, is dedicated to providing comprehensive financial solutions to their clients. With 37 employees, including 19 skilled investment advisors, the company boasts a strong team capable of managing a wide range of investment portfolios. Their expertise enables them to handle over $601,033,000 in assets under management for more than 410 individual clients. With an average of $39,100,000 in assets under management per investment advisor, Amerant Investments, Inc. demonstrates their commitment to personalized service and attention to detail. Their ...
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Assets Under Mgmt

$601.03M

Investment Professionals

19

Locations

5

% 401K & Individual

16%

% Discretionary

57%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
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