EX Cathedra LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 331577
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
EX Cathedra LLC is an independent, Florida-registered limited liability company that provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm is owned by an individual and bills clients through a percentage-of-assets model and may charge performance-based fees. It does not identify as an ESG investor, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 501 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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