Assets Under Management
$688.2M
Number of Clients
705
Number of Advisors
18
Average Client AUM
$976K
AUM per Advisor
$38.2M
Compensation
Fee-Only (AUM)
Amerant Investments, Inc. (AMTI) is an SEC-registered investment advisor and broker-dealer. They offer discretionary and non-discretionary advisory services, including participation in wrap fee programs like Fixed Income Portfolios (FIP) and Portfolio Advisory Services (PAS). AMTI may recommend third-party managers (TPM) or sub-advisors, potentially resulting in higher fees. They also provide a platform for other registered investment advisors.
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134