The Investment Advisory Office of Christopher Mikes, P.A.
Firm details
- Headquarters
- Bonita Springs, Florida
- CRD number
- 340895
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Investment Advisory Office of Christopher Mikes, P.A. is a Florida-registered corporation that provides advisory services to individuals and small businesses. The firm offers financial planning, portfolio management, and the selection of third-party advisers, and it operates with multiple fee arrangements including percentage-of-AUM, hourly, and fixed-fee engagements. The business also holds licenses and affiliations outside pure advisory work — it lists real estate brokerage, insurance brokerage, accounting, and law-firm activities among its capabilities, indicating an integrated advisory model that can coordinate tax, legal, insurance and real-estate considerations alongside investment advice. The organization is identified as a capital allocator, which aligns with its practice of selecting external managers. It does not position itself as an active ESG investor and appears to focus on a single-state practice model centered in Florida.
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
Contacts
1 of 1Christopher Mikes
President, CCOCRD 8234166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bonita Springs, FL
Lee
Location
Bonita Springs, FL
Headquartered in Bonita Springs, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 8850 Terrene Ct
- Time zone
- ET (UTC-5)
- Office locations
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