LL
LL

Larice Pereira Lima

4 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
240 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$447.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

1450 Brickell Ave, Suite 2610, Miami, FL, 33131

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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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Other Business Activities

Larice is a partner (33%) in PGL3 Services LLC, which provides accounting and tax services. Larice is responsible for bookkeeping of clients and works about a quarter of their time.

Employment History
Current Registrations
Azimut Genesis Advisors
February 2021 - Present · 5 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.