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Mazuelos & Company, LLC

EST. AUM
$39,587,368

CONTACTS

CLIENT ACCOUNTS
100

Firm Details

Metro area Miami
CRD Number 316534
Website mazuelosco.com
Client types

Overview

Mazuelos & Company, LLC is an SEC-registered, fee-only Registered Investment Adviser headquartered in Fort Lauderdale, Florida. Founded in 2021, the firm provides discretionary portfolio management, retirement planning, wealth accumulation, wealth preservation, and wealth transfer strategies for individuals, families, high-net-worth clients, and small businesses. The firm operates under a fiduciary standard and is independently owned by Robert Mazuelos.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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