Islamorada Investment Management, LLP

Islamorada Investment Management, LLP (CRD# 146930) is a financial advisory firm headquartered in Islamorada, FL. They manage $17,800,000 in 279 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $63,799
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
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.

CA, FL, TX

Financial Advisors at Islamorada Investment Management, LLP
Showing 1 - 2 of 2 top financial advisors.
1
Lauretta A. Reeves
CRD#: 711404
Islamorada, FL
96
Wealthminder
score

Lauretta Reeves (CRD# 711404) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 22 years of experience in the finance industry.

2
Cale M. Smith
CRD#: 5525448
Islamorada, FL
93
Wealthminder
score

Cale Smith (CRD# 5525448) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 8 years of experience in the finance industry.

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