Noctua International Wmg, LLC
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Overview
Noctua International Wmg, LLC is a financial advisory firm that has its headquarters in Miami, Florida. It manages $281.8 million in total assets across 135 client accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Noctua International Wmg, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Noctua International Wmg, LLC manages more than half of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without requiring the customer's consent. Noctua International Wmg, LLC also oversees 62 non-discretionary accounts with a total of $40.9 million in AUM. The company's typical account size is $2.1 million. An average financial advisor at Noctua International Wmg, LLC oversees about 45 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is located at 1441 Brickell Avenue, Miami, Florida 33131. The company is legally allowed to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Noctua International Wmg, LLC by the Numbers
$281.8 million
6
135
$2.1 million
Fee Structure
Fees charged by financial advisors vary depending on the type of services offered. Fee types billed by the company may include any combination of the following fee structures: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to high net worth investors and corporations. Out of its 135 accounts, Noctua International Wmg, LLC's largest client by number of accounts is high net worth investors, though it also caters to 32 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). About 82% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 94.12%
- Other Individuals - 0%
- Corporations - 5.88%
- 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
Noctua International Wmg, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Noctua International Wmg, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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