Multus Asset Management
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 156114
- Website
- multusam.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses54.07%
- Individuals41.86%
- HNWI4.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Multus Asset Management is an independent, single-owner registered investment adviser structured as an LLC that serves both individual and institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory practice on financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the publication of investment periodicals or newsletters. The firm does not position itself as an ESG investor, is not set up as a multi-state or pension consulting adviser, and does not operate as a capital allocator to private funds.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities75%
- US Government Bonds15%
- Sovereign Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Frederick Plata
Chief Executive OfficerCRD 5884582
Contacts
1 of 1Ernesto Moreno
Board DirectorCRD 5883601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, 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
- Miami Dade
- Address
- 1600 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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