ADVISUITE

ADVISUITE is an SEC-registered investment adviser (CRD 329395). Regulatory assets under management: $12.0M.

Registration

• CRD: 329395
• Type: Registered investment adviser
• Phone: 305-421-6300
• Latest filing: 2026-03-10
• Regulatory AUM: $12.0M
• Discretionary AUM: $3.8M
• Non-discretionary AUM: $8.2M
• Clients: 4
• Accounts: 4

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search