Frequently Asked Questions (FAQ) About
Bigsur Wealth Management LLC
- Where is Bigsur Wealth Management LLC Located
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1441 BRICKELL AVENUE, SUITE 1410, MIAMI, FL
- Bigsur Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Bigsur Wealth Management LLC, while the legal name is: BIGSUR WEALTH MANAGEMENT, LLC
- Bigsur Wealth Management LLC: How many employees does the firm employ?
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Bigsur Wealth Management LLC has 20 employees, of which 9 are employees in advisory roles
- Bigsur Wealth Management LLC: How many clients does the firm serve?
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It serves 36 clients.
- Bigsur Wealth Management LLC: What are the top holdings of this firm?
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SPDR S&P 500 ETF TR TR UNIT BERKSHIRE HATHAWAY VANGUARD INTL EQUITY INDEX F ISHARES RUS SPDR DOW JONES INDL SELECT SECTOR SPDR SELECT SECTOR SPDR ISHARES DISNEY WALT CO SELECT SECTOR SPDR TR SBI INT-FINL
- Bigsur Wealth Management LLC: What other investment firms are located in the vicinity?
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GBS Finance LLC Investacorp Advisory Services Inc Daemon Investment and Asset Management LLC Ingham Russell Investment Advisors Inc I Squared Capital Advisors US LLC Portfolio Resources Advisor Group Inc Harbor Ithaka WM LLC GFG Capital LLC Noctua International WMG LLC Unimar Financial Services LLC