Creand Wealth Management

Creand Wealth Management

Financial Services, 1701 E Woodfield Rd, Miami, Florida, 60173, United States, 11-50 Employees

creand.us

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phone no Phone Number: +13*********

Who is CREAND WEALTH MANAGEMENT

Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial ad...

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  • 1701 E Woodfield Rd, Miami, Florida, 60173, United States Headquarters: 1701 E Woodfield Rd, Miami, Florida, 60173, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Creand Wealth Management Org Chart and Mapping

Employees

Francesc Pascual

IT Strategy and Operations Manager & Organization and Methodology Manager

David Rabella

Investment Advisor Manager

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Frequently Asked Questions Regarding Creand Wealth Management

Answer: Creand Wealth Management's headquarters are located at 1701 E Woodfield Rd, Miami, Florida, 60173, United States

Answer: Creand Wealth Management's phone number is +13*********

Answer: Creand Wealth Management's official website is https://creand.us

Answer: Creand Wealth Management's revenue is $10 Million to $25 Million

Answer: Creand Wealth Management's SIC: 6282

Answer: Creand Wealth Management has 11-50 employees

Answer: Creand Wealth Management is in Financial Services

Answer: Creand Wealth Management contact info: Phone number: +13********* Website: https://creand.us

Answer: Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today at Beta Capital Securities LLC, a FINRA member firm, we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle transactions. At Beta Capital Management LLC, a SEC registered investment adviser, we help our clients achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities first. Our services: Custody and Execution services for institutional and private clients are offered through our broker-dealer, Beta Capital Securities, LLC, who also maintains its own self-clearing platform and capabilities. Wealth Management and Financial Planning services through our Registered Investment Advisor Beta Capital Management, LLC . Creand Wealth Management is a Creand group company.

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