The Investment Advisory Office of Christopher Mikes, P.A.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Bonita Springs, Florida
CRD number
340895
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Investment Advisory Office of Christopher Mikes, P.A. is a Florida-registered corporation that provides advisory services to individuals and small businesses. The firm offers financial planning, portfolio management, and the selection of third-party advisers, and it operates with multiple fee arrangements including percentage-of-AUM, hourly, and fixed-fee engagements. The business also holds licenses and affiliations outside pure advisory work — it lists real estate brokerage, insurance brokerage, accounting, and law-firm activities among its capabilities, indicating an integrated advisory model that can coordinate tax, legal, insurance and real-estate considerations alongside investment advice. The organization is identified as a capital allocator, which aligns with its practice of selecting external managers. It does not position itself as an active ESG investor and appears to focus on a single-state practice model centered in Florida.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Christopher Mikes

    President, CCOCRD 8234166

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bonita Springs, FL

Lee

Location

Bonita Springs, FL

Headquartered in Bonita Springs, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
8850 Terrene Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth