TrueAdvisor
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Jonathan Sauce

Amerant Investments, INC.
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Amerant Investments, INC.
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
705 clients
Average Client Portfolio
$976K average
Assets Under Management
$688.2M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Amerant Investments, INC.
April 2024 - Present · 1 yr 10 mos
Amerant Investments, INC.
April 2024 - Present · 1 yr 10 mos
Amerant Investments, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Insigneo Advisory Services, LLC
March 2020 - April 2024 · 4 yrs 1 mo
Insigneo Securities, LLCBroker
March 2020 - April 2024 · 4 yrs 1 mo
Amerant Investments, INC.
February 2011 - March 2020 · 9 yrs 1 mo
Amerant Investments, INC.Broker
May 2010 - March 2020 · 9 yrs 10 mos
Commercebank Investment Services, INC.Broker
August 2002 - October 2002 · 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.