Amerant Investments, Inc.

Amerant Investments, Inc. (CRD# 117284) is a financial advisory firm headquartered in Coral Gables, FL. They manage $632,826,715 in 1,023 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134
http://www.amerantinvestments.com
By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $618,599
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

Financial Advisors at Amerant Investments, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Juan Leon, financial advisor Coral Gables FL
Juan S. Leon
CRD#: 6146625
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Juan Leon (CRD# 6146625) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

12
Emeris Lucas, financial advisor Coral Gables FL
Emeris D. Lucas
CRD#: 5193416
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Emeris Lucas (CRD# 5193416) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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