Great Wealth Investments
Great Wealth Investments (CRD# 310135) is a financial advisory firm headquartered in Coral Gables, FL. They manage $7,382,063 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$184,552
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Great Wealth Investments
1
Antonio Gonzalez (CRD# 3023675) is an Investment Advisor Representative working at Great Wealth Investments in Whitestone, NY and has over 26 years of experience in the finance industry.
2
Johan Rossi (CRD# 7042037) is an Investment Advisor Representative working at Great Wealth Investments in Coral Gables, FL and has over 5 years of experience in the finance industry.
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