BOCA WEALTH ADVISORS, LLC

BOCA WEALTH ADVISORS, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 108038). Regulatory assets under management: $378.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

NameRoleLocation
Arthur CanterCHIEF COMPLIANCE OFFICER; PRESIDENT
Alexandra Barbara DemosthenesSECRETARY; VICE PRESIDENT
Mark David MicleanVICE PRESIDENT
CANTER ARTHURCHIEF COMPLIANCE OFFICER; PRESIDENT; VICE PRESIDENT
HEIMBERG FREDERICK MARKPRESIDENT; VICE PRESIDENT
MICLEAN MARK DAVIDVICE PRESIDENT
Demosthenes ALEXANDRA BARBARASECRETARY

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