Joe L. Fernandez
Fendz Asset Management, Inc.
- 2997 Day Avenue |
- Coconut Grove, FL 33133
Map and directions
Enriching Lifestyles
For over
23 years, we have successfully guided our clients through bear and bull
markets. Forget the 800 numbers and impersonal service - come join our family
and enrich you and your family's lifestyle.
Fendz Asset Management, Inc.
is an independent registered investment advisory firm and insurance agency in
the State of Florida. As a fiduciary firm, we do NOT sell proprietary products
nor custody client assets. Fendz Asset Management designs uniquely customized
Lifestyle Portfolio Plans using advanced retirement income engines and risk
analytics relied on by over 200 of the world's financial institutions
(currently overseeing $20 Trillion in AUM as of 12/31/2019). Our vetted team of
professionals include attorneys, certified public accountants, money managers,
business brokers, insurance specialist, 401K-pension experts, realtors,
lifestyle coaches and others. Client accounts custodied at: Pershing LLC (a
subsidiary of the Bank of New York Mellon) & Betterment Securities.
- Benjamin Franklin
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