E
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2014
- Office Locations
- 1
Office Locations
1680 Michigan Ave. Suite 700 Miami Beach FL
About Expat Financial Solutions
Expat Financial Solutions is a Miami Beach-based RIA. The firm has been operating for 12 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$859.9K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Owner & Executives
J
JOHN ANDREW HAMILTON
Partner
- CRD
- #6064209
- Ownership
- 75% or more
Available
Available
Available
V
VINCENZO VILLAMENA
Advisor, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,038,731 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,038,731 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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