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).

Current Firm Details
701 Brickell Avenue, Suite 2080, Miami, FL 33131
http://www.colbertinvestment.com
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, financial advisor Miami FL
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 Wiener, financial advisor Miami FL
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.

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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