AA

Ammar Said Abu-Lughod

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.

Areas of Practice
Investment Management
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Advisor Information

Office location

1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131

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Regulatory History (1)
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Customer Dispute
April 2008
Settled
Other Business Activities

Ammar owns rental properties in Manhattan Beach, California and Jumeirah Lake Towers (JLT), Dubai. He spends minimal time on the Dubai property and a few hours per week on the California property.

Employment History
Current Registrations
Vectorglobal Iag, INC.
November 2024 - Present · 1 yr 2 mos
Vectorglobal WmgBroker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
March 2016 - November 2024 · 8 yrs 8 mos
Morgan Stanley Broker
March 2016 - November 2024 · 8 yrs 8 mos
UBS Financial Services INC. Broker
January 2010 - April 2016 · 6 yrs 3 mos
UBS Financial Services INC.
January 2010 - April 2016 · 6 yrs 3 mos
UBS International INC.
June 2002 - January 2010 · 7 yrs 7 mos
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
UBS Painewebber INC.
April 2001 - June 2002 · 1 yr 2 mos
UBS Painewebber INC. Broker
March 2001 - June 2002 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 1994 - March 2001 · 6 yrs 11 mos
State Registrations4 states
CAFLNCVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ammar Said Abu-lughod - Financial Advisor | AdvisorDiscover