1818 Private Client Group
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
2980 NE 207th St Ste 809, Aventura, Flor...Phone Number
(305) 684-8331Website
www.1818pcg.comRevenue
<$5 MillionIndustry
About 1818 Private Client Group
1818 Private Client Group is a specialized financial services firm based in Aventura, FL, focusing on wealth management and personalized financial strategies. They provide expert investment advice, including Smart Credit Strategies, Estate Planning solutions, and access to Alternative Investments. The firm aims to enhance clients' financial well-being by simplifying complexities and executing strategies for the accumulation, protection, and transfer of multi-generational wealth. Their services include asset allocation, security selection, performance reporting, and portfolio monitoring.Explore more
1818 Private Client Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
1818 Private Client Group
<$5M
1-10
Private
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ZF
Zvika FeldmanChief Compliance Officer & Managing Principal
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1818 Private Client Group is a specialized financial services firm based in Aventura, FL, focusing on wealth management and personalized financial strategies. They provide expert investment advice, including Smart Credit Strategies, Estate Planning solutions, and access to Alternative Investments. The firm aims to enhance clients' financial well-be... Read More
