Advisers in North Miami Beach, FL

2 advisers in North Miami Beach — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Legacy Wealth Advisors, LLC3323 Ne 163rd St, Suite 402 · North Miami Beach, FL 33160 · (305) 808-6140 · Financial planningCRD 326117 · % of assets, Fixed fees · $922.8 million AUMSEC registeredNo commissions reported Pioneer Family Office, LLC3323 Ne 163rd St., Suite 604 · North Miami Beach, FL 33160 · (305) 935-5502 · % of assets managedCRD 142856 · % of assets, Other · $956.8 million AUMSEC registeredNo commissions reported

Talking to advisers in North Miami Beach? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.