THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.
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
FINTRXOverview
The Investment Advisory Office Of Christopher Mikes, P.A. is a corporation run as an individually owned advisory practice under the leadership of Christopher Mikes. Public records provided do not list an SEC registration year; the firm is classified as unclassified in the snapshot data. It is identified as a capital allocator, which alongside its stated activity of selecting other advisers indicates the firm can place client capital with outside managers rather than managing every strategy in-house. Service offerings emphasize financial planning and discretionary portfolio management for individuals and small businesses, with explicit capacity to recommend or retain third-party advisers. The firm uses a mix of pricing approaches — percentage of assets under management, hourly billing, and fixed fees — rather than a single standardized fee model. The profile notes the practice is not an active ESG investor and is not set up as a multi-state adviser or pension consultant.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Christopher Mikes
President, CCOCRD 8234166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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