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

Overview

The Investment Advisory Office of Christopher Mikes, P.A. is a single-owner corporate advisory practice centered on retail financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, engaging third‑party managers when appropriate, and offers multiple fee arrangements including a percentage of AUM, hourly rates, and fixed fees. Its advisory services include financial planning, direct portfolio management and the selection of outside advisers. Beyond investment advice, the firm is connected to a range of professional services: real estate brokerage, insurance brokerage, accounting and legal services are listed as business activities and industry affiliations. Those cross-disciplinary activities suggest the practice can coordinate investment advice with tax, legal and insurance considerations. The firm does not identify itself as an active ESG investor and is not described as operating across multiple states. Public SEC registration details are not provided in the source material.

Investments & Alternatives

Location & Offices