Azimut Investment Advisors LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$664M

66% of AUM

Avg account

$2.1M

Accounts

485

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 134626
Registered since: May 10, 2005
Website: www.azimutadvisor.com
Custodians: PERSHING LLC, EFG BANK AG, PICTET
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses73.32%
HNWI14.77%
Investment Companies4.45%
Individuals2.87%
Other2.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Azimut Investment Advisors LLC is an independent, privately held advisory firm organized as an LLC and registered with the SEC in 2005. It positions itself as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals, small businesses, and business or institutional accounts. The firm bills through a mix of percentage-of-AUM, hourly, fixed-fee and performance-based arrangements and maintains affiliations that include broker-dealer relationships and other investment-adviser activities. Azimut does not identify as an active ESG investor.