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AdvisorCensus / Financial advisors / Florida / Miami, FL / Banque Pictet & CIE SA

Financial advisors in Miami, FL using Banque Pictet & CIE SA

3 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Banque Pictet & CIE SA as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Miami, FL ยท How this list is built

FirmCityRegistrationAssets band
Compass Group Investments Solutions LLCMiamiSEC-registered investment adviser$500 million to $1 billion
Octogone NAMiamiSEC-registered investment adviser$100 million to $500 million
PinvestCoral GablesSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Banque Pictet & CIE SA nationwide

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AdvisorCensus. Financial advisors in Miami, FL using Banque Pictet & CIE SA. https://advisorcensus.com/advisors/fl/miami/custodians/banque-pictet-cie-sa
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