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Bice Wealth Management LLC CRD 323979
$164M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1000 Brickell Ave, Suite 500, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-03 |
Branch Locations
1000 Brickell Ave, Suite 500, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bice Wealth Management Llc | Miami | FL | 11/2022 | Present |
| Banco Bice | Santiago | 10/2014 | Present | |
| Bice Inversiones Corredores De Bolsa S.A. | Santiago | 06/2021 | Present |
1. Banco Bice - Head of Wealth Management - 10/01/2014 - Santiago de Chile - 120hrs/mo - 110hrs/mo during Business Hrs - Yes Business Related - Banking - Supervision of Team of Relationship Managers and Assistants. - Salary 2. Bice Inversiones Corredores de Bolsa S.A. - Head of Wealth Management - 06/30/2021 - Santiago de Chile - 120hrs/mo - 110hrs/mo during Business Hrs - Yes Business Related - Broker Dealer - Supervision of Team of Relationship Managers and Assistants. - Salary 3. TCMG Investments LLC - Manager - 11/22/2021 - Florida LLC - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Holding Company for a Property - None - Distribution of Profits
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