Susana
Zinn Gross

Evolution Wealth Advisors, LLC

CRD#6865180
Investment Advisor
in Miami, FL

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About this Advisor

Susana Zinn Gross is a financial advisor based in Miami, Florida, working with Evolution Wealth Advisors, LLC. Susana has previously held positions at Evolution Wealth Advisors, LLC, Av Securities, Susana Zinn Independent Agent, and Financial Partners Capital Management. Susana is registered to provide services in Texas. Currently, Susana is part of Evolution Wealth Advisors, LLC, which operates out of Miami, Florida. The firm has 12 employees and manages assets totaling $952.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Evolution Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20900 Ne 30Th Avenue Suite 517
Miami, FL 33180

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Evolution Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$952,233,832

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

510

FL Average: 2,474
Average Account Size

$1,867,125

FL Average: $750,025

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

2018 - Present (6 years)

Evolution Wealth Advisors, LLC

2017 - Present (7 years)

Av Securities

2016 - Present (8 years)

Susana Zinn Independent Agent

2011 - 2018 (7 years)

Financial Partners Capital Management

Created with Highcharts 6.0.7

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

Michael Marciano
Miami, FL
Roberto Vainrub
Miami, FL
Susana Zinn Gross
Miami, FL
Thiago Figueiredo
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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