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Coletta Asset Management

Coletta Asset Management

Financial ServicesFlag of USMiami, Florida, United States1-10 Employees

Company overview

HeadquartersMiami, Florida, United States
Website
NAICS52
Keywords
Risk Management, Structured Products, Asset Management, Portfolio Management, Financial Planning, Alternative Investments, Estate Planning, Cash Flow Planning, Retirement Accounts, Tax Efficiency, Strategic Philanthropy, Portfolio Structuring
Founded2023
Employees1-10

Key Contact at Coletta Asset Management

Flag of ES

Jean Carlos Coletta

Owner

About Coletta Asset Management

Coletta Asset Management is an independent financial advisory firm dedicated to crafting a bespoke plan for your unique financial journey.

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Coletta Asset Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Coletta Asset Management has never raised funding before.

Frequently asked questions

Coletta Asset Management is located in Miami, Florida, US.
Coletta Asset Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Coletta Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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