Colbert Investment Management Co

Colbert Investment Management Co (CRD# 108642) is a financial advisory firm headquartered in Miami, FL. They manage $286,039,280 in 176 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $1,625,223
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WA

Financial Advisors at Colbert Investment Management Co
Showing 1 - 2 of 2 top financial advisors.
1
Karim Armand
CRD#: 1387270
1221 Brickell Avenue, Suite 1600, Miami, FL 33131
93
Wealthminder
score

Karim Armand (CRD# 1387270) is an Investment Advisor Representative working at Colbert Investment Management Co in Miami, FL and has over 31 years of experience in the finance industry.

2
Aino J. Wiener
CRD#: 3212816
1221 Brickell Avenue, Suite 1600, Miami, FL 33131
93
Wealthminder
score

Aino Wiener (CRD# 3212816) is an Investment Advisor Representative working at Colbert Investment Management Co in Miami, FL and has over 16 years of experience in the finance industry.

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