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BANKSHOP, LLC
CRD 306387 · SEC 801-117853
1110 BRICKELL AVE. SUITE 200, MIAMI, FL, 33131, United States
Phone
(954)-256-6259
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $30.9M |
| High net worth individuals | 14 | $31.2M |
All web addresses on file
Official SEC filing: View on IAPD