NUMA is a leading investment advisory firm headquartered in Miami, FL. With a team of 8 dedicated professionals, they offer comprehensive financial services to individuals and businesses alike. Three of their highly experienced employees specialize in providing investment advisory services, catering to the unique needs and goals of their diverse clientele. NUMA's exceptional track record is evident in the impressive average of approximately $18,880,000 in assets under management per investment advisor. This success is further underscored by their extensive client base, which consists of over 40 individual clients with a total of ...
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Assets Under Mgmt

$226.15M

Investment Professionals

3

Locations

2

% 401K & Individual

3%

% Discretionary

60%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Other: BACK-OFFICE EXECUTION AND SUB-ADVISORY. FOREIGN EXCHANGE HEDGING ADVISORY.
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