Dvdend LLC (Coral Gables)

Name: Dvdend LLC
Address: 95 Merrick Way, Coral Gables, FL, 33134
Telephone: 305-790-2430

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.

Dvdend: assets under management

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 firm manages $13.1 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $335.82 each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dvdend LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Santiago Maggi	Ceo/cco	1 Mar 2015	50% - 75%	2882318
Matthew Brian Meehan	President	1 Apr 2016	25% - 50%	4187683
Matthew Meehan	President	1 Apr 2016	25% - 50%	4320603
Gabriel Montoya	Chief executive officer, shareholder	1 Feb 2017	25% - 50%	6764644
Matthew Brian Meehan	Chief operating officer, chief compliance officer, shareholder	1 Feb 2017	25% - 50%	4187683

Based in Coral Gables

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.