Colbert Investment Management Co
Colbert Investment Management Co (CRD# 108642) is a financial advisory firm headquartered in Miami, FL. They manage $224,119,771 in 160 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management224MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$1,400,749
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
Financial Advisors at Colbert Investment Management Co
1
Karim Armand (CRD# 1387270) is an Investment Advisor Representative working at Colbert Investment Management Co in Miami, FL and has over 38 years of experience in the finance industry.
2
Aino Wiener (CRD# 3212816) is an Investment Advisor Representative working at Colbert Investment Management Co in Miami, FL and has over 23 years of experience in the finance industry.
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