B1 FINANCIAL

B1 FINANCIAL of AVENTURA, FL is an SEC-registered investment adviser (CRD 323539). Regulatory assets under management: $39.7M.

Registration

• CRD: 323539
• Type: Registered investment adviser
• Location: 19505 BISCAYNE BLVD, AVENTURA, FL, 33180
• Phone: 954-736-4699
• Latest filing: 2026-08-06
• Regulatory AUM: $39.7M
• Discretionary AUM: $39.7M
• Clients: 3
• Accounts: 72

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323539 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search