S
$340.0K Total AUM
$340.0K Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2021
- Office Locations
- 1
Office Locations
701 Brickell Avenue Suite 1550 Miami FL
About Samuel & Associates Investment Management LP
Samuel & Associates Investment Management LP is a Miami-based RIA. The firm has been operating for 5 years. Managing $340.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
28 AVG AGE
$340.0K AVG AUM / ADVISOR
$13.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nicholas Samuel
Advisor, Chief Compliance Officer, Owner
- CRD
- #7329508
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $340,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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