Islamorada Investment Management, LLP

Islamorada Investment Management, LLP (CRD# 146930) is a financial advisory firm headquartered in Islamorada, FL. They manage $59,754,282 in 233 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
P.o. Box 1133, Islamorada, FL 33036
https://twitter.com/caleinthekeys
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $256,456
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NC, PA, TX

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

Lauretta Reeves (CRD# 711404) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 29 years of experience in the finance industry.

2
Cale Smith, financial advisor Islamorada FL
Cale M. Smith
CRD#: 5525448
Islamorada, FL

Cale Smith (CRD# 5525448) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 15 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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