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Building 2FIVENCA ASSET MANAGEMENT

Map pinCARACAS
Phone58 2133075826
NotebookSEC #801-125721
Total AUM
$31.1M
Employees
1
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AV FRANCISCO DE MIRANDA, CENTRO LIDO
TORRE C PISO 5 #51-C EL ROSAL
CARACAS
1060
Venezuela
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
58 2133075826

ReceiptFinancials

Total AUM
$31.1M
Accounts
68
Discretionary
$28.8M
Accounts
61
Non-Discretionary
$2.3M
Accounts
7

ContactClients

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Individual Clients
12
AUM
$909.7K
HNW Individual Clients
54
AUM
$29.9M
Charitable Organization Clients
1
AUM
$311.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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