Methodica Investment Management LLC

Methodica Investment Management LLC (CRD# 288680) is a financial advisory firm headquartered in , . They manage $20,081,530 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $358,599
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Methodica Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Federico Flom, financial advisor Aventura FL
Federico A. Flom
CRD#: 6799104
Aventura, FL

Federico Flom (CRD# 6799104) is an Investment Advisor Representative working at Methodica Investment Management LLC in Aventura, FL and has over 7 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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