|
⚲
|
| Azimut Genesis Advisors LLC
✚
|
|
|---|---|
| CRD # | 134626 |
| SEC # | 801-64054 |
| CIK # | |
| AUM | $392.5 MM (2024-03-22) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 786-866-3700 |
| Address | 1450 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 226 | 392.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 392.5 |
| By Discretionary | ||
| Discretionary | 53 | 109.5 |
| Non-Discretionary | 173 | 283.1 |
| Total | 226 | 392.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 239.4 | |
| United States Persons | 153.2 | |
| Total | 226 | 392.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
|
AZG Capital LLC
✚
|
FL | 0.0 |
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|---|---|---|
|
Prentice Wealth Management LLC
✚
|
NY | 0.4 |
|
Atlas Asset Management LLC
✚
|
PR | 0.4 |
|
ETFidea LLC
✚
|
NY | 0.4 |
|
Sutton Wealth Advisors Inc
✚
|
FL | 0.4 |
|
MAIA Wealth LLC
✚
|
CO | 0.4 |
|
Ceeto Capital Group LLC
✚
|
FL | 0.4 |
|
DDFG Inc
✚
|
CA | 0.4 |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Prosperitas Financial LLC
✚
|
CA | 0.4 |