Downtown Wealth Studios, LLC

Downtown Wealth Studios, LLC (CRD# 325213) is a financial advisory firm headquartered in Miami, FL. They manage $886,324,113 in 116 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
218 Northwest 24th St., Miami, FL 33127
https://dtwn.co
By the Numbers
  • Total Assets Under Management
    886
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $7,640,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MA, NH, NY

Financial Advisors at Downtown Wealth Studios, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Cefalu, financial advisor Cambridge MA
Joseph C. Cefalu
CRD#: 3215684
20 University Rd., Suite 500, Cambridge, MA 02138

Joseph Cefalu (CRD# 3215684) is an Investment Advisor Representative working at Downtown Wealth Studios, LLC in Cambridge, MA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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