Be advised. This firm is no longer registered.

Investor Solutions

Investor Solutions (CRD# 106532) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $1,048,226,636 in 1,581 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133
https://www.facebook.com/investorsolutions
By the Numbers
  • Total Assets Under Management
    1,048
    MILLION
  • Total Number of Accounts
    1,581
    ACCOUNTS
  • Average Account Value
    $663,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, LA, NC, NH, NJ, NY, OK, OR, SC, TN, TX, VA

Financial Advisors at Investor Solutions
No Advisor Found.

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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