Firms by city
Registered investment advisers in Coconut Grove, FL
5 SEC-registered advisers headquartered in Coconut Grove, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| L 1 Global Wealth | Coconut Grove, FL | $2.81B |
| Bicycle Management | Coconut Grove, FL | $518M |
| Apex Investments Management US | Coconut Grove, FL | $392M |
| She DDF1 Manager | Coconut Grove, FL | $344M |
| Ekanta Wealth Advisors | Coconut Grove, FL | $307M |
- Headquarters
- Coconut Grove, FL
- Regulatory AUM
- $2.81B
- Headquarters
- Coconut Grove, FL
- Regulatory AUM
- $518M
- Headquarters
- Coconut Grove, FL
- Regulatory AUM
- $392M
- Headquarters
- Coconut Grove, FL
- Regulatory AUM
- $344M
- Headquarters
- Coconut Grove, FL
- Regulatory AUM
- $307M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Coconut Grove on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.