Susana
Zinn Gross
Evolution Wealth Advisors, LLC
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About this Advisor
Susana Zinn Gross is a financial advisor who works out of Miami, Florida. Zinn Gross works at Evolution Wealth Advisors, LLC. Their career trajectory has included roles at Financial Partners Capital Management, Evolution Wealth Advisors, LLC, Av Securities and Susana Zinn Independent Agent. Zinn Gross can operate in Texas. Evolution Wealth Advisors, LLC is a financial advisory company operating out of Miami, FL. It handles $843 million in assets across its 441 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 441 customer accounts, 67% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees are based on the services provided. Fees billed by Evolution Wealth Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Evolution Wealth Advisors, LLC Brokerage Details
$842,791,879
11
441
$1,911,093
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Susana Zinn Gross Work History
Susana has been registered as a financial advisor for 0 years.*
Evolution Wealth Advisors, LLC
Av Securities
Susana Zinn Independent Agent
Financial Partners Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susana Zinn Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evolution Wealth Advisors, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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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