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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lafise Global Advisors LLC
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|---|---|
| CRD # | 331244 |
| SEC # | 801-130311 |
| CIK # | |
| AUM | $544.5 M (2025-05-20) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 305-374-6001 |
| Address | 2340 S Dixie Highway Miami, FL 33133 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 5 | 495.8 |
| (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 | 48.6 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 544.5 |
| By Discretionary | ||
| Discretionary | 9 | 544.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 544.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 544.5 | |
| United States Persons | 0.0 | |
| Total | 9 | 544.5 |
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|---|---|---|
|
Whitegate Investment Counselors Inc
✚
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NH | 0.5 |
|
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NJ | 0.5 |
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JRM Investment Counsel LLC
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0.5 | |
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WA | 0.5 |
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Uniting Wealth Partners LLC
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KS | 0.5 |
|
Providence Financial Advisors LLC
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|
Firethorn Wealth Partners LLC
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|
GA | 0.5 |
|
Strengthening Families & Communities LLC
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|
MA | 0.5 |
|
DHJJ Financial Advisors Ltd
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|
IL | 0.5 |
|
Virtus Family Office LLC
✚
|
TX | 0.5 |