Coral Wealth Management, LLC

Coral Wealth Management, LLC (CRD# 307117) is a financial advisory firm headquartered in Miami, FL. They manage $87,763,605 in 426 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20801 Biscayne Blvd., Suite 403, Miami, FL 33180
http://www.instagram.com/coralwealth/?hl=en
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $206,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Coral Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dennis Coral, financial advisor Miami FL
Dennis Coral
CRD#: 4561718
20801 Biscayne Blvd., Suite 403, Miami, FL 33180

Dennis Coral (CRD# 4561718) is an Investment Advisor Representative working at Coral Wealth Management, LLC in Miami, FL and has over 21 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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