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Fendz Asset Management, Inc.

Headquartered in COCUNUT GROVE, FL

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Firm Information

Fendz Asset Management, Inc. is a Registered Investment Advisor based in Florida, offering financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. They manage over $12.8 million in assets for 95 clients, including 14 high-net-worth individuals. The firm also provides selection of other advisers services.

Fendz Asset Management, Inc.

$12.80M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

Branch Locations (1)

FENDZ ASSET MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

COCUNUT GROVE, FL

Advisors at Fendz Asset Management, Inc.

View All 1 Advisors
Unclaimed
Giancarlo Luis Fernandez

RA

COCUNUT GROVE, FL

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Unclaimed
Jose Luis Fernandez

RA

COCUNUT GROVE, FL

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Disclosures

There are no public disclosures for Fendz Asset Management, Inc..

Frequently Asked Questions (6)

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