Felipe Demetre Mardakis

Proxy Wealth Advisors LLC

1 Year of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Proxy Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

564 clients

Average Client Portfolio

$160K average

Assets Under Management

$90.0M

Fee Structure

Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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History

Regulatory History (1)

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Criminal

July 2006

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Felipe is the CEO and founder of Mestral Advisors, a business and management consulting firm, and a real estate agent at Okkla Realty. He spends about half his time on consulting and a few hours per week as a real estate agent.