Dvdend LLC is an internet adviser based in Coral Gables. It manages $13.1 thousand of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Maryland, and 4 other states.
Dvdend provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dvdend LLC is $13.1 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dvdend LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Matthew Brian Meehan has been acting as President since 1 Apr 2016. Gabriel Montoya joined the executive team most recently as the Chief Executive Officer, Shareholder.
The principal office where Dvdend LLC performs its advisory services is located at 95 Merrick Way, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-790-2430 or by fax 305-790-2430. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at dvdendo.com.