Kathleen AlexCRD Number: 1854389
Current Firm: Banyan Realty Advisors, LLC
Kathleen Alex (CRD# 1854389) is an Investment Advisor Representative working at Banyan Realty Advisors, LLC in West Palm Beach, FL and has 1 year of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Banyan Realty Management Inc.||West Palm Beach, FL||Oct 2002 - Current||14|
Total Assets Under Management181MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$90,577,500
- A percentage of assets under your management
- Hourly charges
- Portfolio management for businesses (other than small businesses) or institutional clients