MULTUS ASSET MANAGEMENT
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 156114
- Website
- multusam.com
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses54.07%
- Individuals41.86%
- HNWI4.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Multus Asset Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the publication of periodic investment commentary. Investment activity is focused on liquid, publicly traded equities. The firm does not position itself as a capital allocator to third‑party alternative fund managers and is not an active ESG investor. That profile, combined with the firm’s size, points to a hands‑on, equity‑centric approach designed for direct management and regular rebalancing rather than long‑duration private placements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds15%
- Sovereign Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1FREDERICK PLATA
Chief Executive OfficerCRD 5884582
Contacts
1 of 1ERNESTO MORENO
Board DirectorCRD 5883601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1600 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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