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Forbes Lists

#99
Florida - Miami (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#65
Florida - South
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

More on Forbes

Sep 15, 2024

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Asset Summary
As of Jun, 2023
$250K
Min Account Size For New Business
$5-200M
Typical Size Of Households
$10-500M
Typical Net Worth Of Relationships
$58.6B
Team Assets (Custodied)