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Fendz Asset Management, Inc.

Overview

Website

www.fendzusa.com/

Employees

Type

Privately Held

Revenue

$4.6 Million

Competitors

N/A

Headquarters

Coconut Grove, Florida

Founded

2006

Category

Wealth Management

Enriching Lifestyles For over 23 years, we have successfully guided our clients through bear and bull markets. Forget the 800 numbers and impersonal service - come join our family and enrich you and your family's lifestyle. Fendz Asset Management, Inc. is an independent registered investment advisory firm and insurance agency in the State of Florida. As a fiduciary firm, we do NOT sell proprietary products nor custody client assets. Fendz Asset Management designs uniquely customized Lifestyle Portfolio Plans using advanced retirement income engines and risk analytics relied on by over 200 of the world's financial institutions (currently overseeing $20 Trillion in AUM as of 12/31/2019). Our vetted team of professionals include attorneys, certified public accountants, money managers, business brokers, insurance specialist, 401K-pension experts, realtors, lifestyle coaches and others. Client accounts custodied at: Pershing LLC (a subsidiary of the Bank of New York Mellon) & Betterment Securities. “Wealth is not his that has it, but his that enjoys it.” - Benjamin Franklin We offer investment & insurance advisory services to individuals (US & Non US), banks and thrift institutions, profit sharing plans, trusts, estates, charitable.