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Building 2BBVA GLOBAL WEALTH ADVISORS, INC.

Map pinMIAMI, FL
Phone3052057752
NotebookSEC #801-129582
Total AUM
$1.4B
Employees
60
Clients
792

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 BRICKELL KEY DRIVE
SUITE 601
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
3052057752
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
792
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4B
Accounts
792

ContactClients

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Individual Clients
78
AUM
$34.3M
HNW Individual Clients
582
AUM
$910.6M
Corporation or Business Clients
101
AUM
$318.9M
Other Clients
31
AUM
$100.9M
Description of Other Clients
FOREIGN TRUST

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADEFLTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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