Islamorada Investment Management, LLP
Islamorada Investment Management, LLP (CRD# 146930) is a financial advisory firm headquartered in Islamorada, FL. They manage $59,754,282 in 233 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Islamorada Investment Management, LLP
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$256,456
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, NC, PA, TX
Financial Advisors at Islamorada Investment Management, LLP
1
Lauretta Reeves (CRD# 711404) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 30 years of experience in the finance industry.
2
Cale Smith (CRD# 5525448) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 15 years of experience in the finance industry.
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