Fendz Asset Management, Inc.

Fendz Asset Management, Inc. (CRD# 144629) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $12,800,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2997 Day Avenue, Coconut Grove, FL 33133
http://www.fendzusa.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $134,737
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

FL, IL

Financial Advisors at Fendz Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jose Fernandez, financial advisor Coconut Grove FL
Jose L. Fernandez
CRD#: 2903983
2997 Day Avenue, Coconut Grove, FL 33133

Jose Fernandez (CRD# 2903983) is an Investment Advisor Representative working at Fendz Asset Management, Inc. in Coconut Grove, FL and has over 26 years of experience in the finance industry.

2
Giancarlo Fernandez, financial advisor Coconut Grove FL
Giancarlo L. Fernandez
CRD#: 7361488
2997 Day Avenue, Coconut Grove, FL 33133

Giancarlo Fernandez (CRD# 7361488) is an Investment Advisor Representative working at Fendz Asset Management, Inc. in Coconut Grove, FL and has over 3 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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