BANKSHOP, LLC

BANKSHOP, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 306387). Regulatory assets under management: $62.1M.

Registration

• CRD: 306387
• SEC file number: 801-117853
• Type: Registered investment adviser
• Location: 1110 BRICKELL AVE. SUITE 200, MIAMI, FL, 33131
• Phone: (954)-256-6259
• Latest filing: 2026-06-11
• Regulatory AUM: $62.1M
• Non-discretionary AUM: $62.1M
• Clients: 3
• Accounts: 240

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306387 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search