A Fin Management LLC
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Learn more about A Fin Management LLC
Overview
A Fin Management LLC is a financial advisory firm with an address at 16690 Sunny Isles Blvd, North Miami Beach, Florida, 33160. The firm holds registration in Florida and does not operate as a registered broker dealer.
A Fin Management LLC manages $3.1 billion in assets under management (AUM), categorizing it as a large firm. The firm is responsible for two accounts, both of which are managed on a discretionary basis. This implies that the firm's financial advisors are authorized to make investment decisions on behalf of their clients without requiring approval for each transaction.
The firm has 15 financial advisors on its team. With the current number of accounts, each advisor at the firm is tasked with managing one account.
A Fin Management LLC provides portfolio management for pooled investment vehicles. This service is designed for investors who combine their resources to access investment opportunities that may be inaccessible for individual investors.
The firm operates with two types of fee structures: asset-based and performance-based. An asset-based fee is a percentage of the total assets managed by the firm, while a performance-based fee is a percentage of the investment gains produced by the firm.
A Fin Management LLC does not engage in a wrap fee program, a program that offers a package of investment services for a single fee.
The firm's primary client type by accounts are pooled investment vehicles. This indicates that the firm's clients are mainly groups of investors who merge their assets to invest as a collective.
Assets Under Management
Number of Advisors
Disclosures
Office Location
A Fin Management LLC by the Numbers
$3.1 billion
30
2
$1.5 billion
Fee Structure
Fees for financial management typically are based on the type of financial services provided. Fees billed by A Fin Management LLC likely are comprised of some blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its two clients, A Fin Management LLC's biggest client type by number of accounts is pooled investment vehicles. About 50% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
A Fin Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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