THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.

RIASEC 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 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

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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