Multus Asset Management

RIASEC Registered
Total AUM
$20.9M
Discretionary
$20.9M
100% of AUM
Avg account
$244K
Accounts
86
Employees
2
Advisory reps
2

Firm details

Headquarters
Coral Gables, Florida
CRD number
156114
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Sovereign Bonds 3%, Cash & Cash Equivalents 2%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Sovereign Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Frederick Plata

    Frederick Plata

    Chief Executive OfficerCRD 5884582

Contacts

1 of 1
  • Ernesto Moreno

    Board DirectorCRD 5883601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth