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Building 2INVERSIONES SURA

Map pinMIAMI, FL
Phone305 448-0014
NotebookSEC #801-132240
Total AUM
$160.2M
Employees
1
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVENUE
SUITE 800
MIAMI
FL 33131
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305 448-0014

ReceiptFinancials

Total AUM
$160.2M
Accounts
442
Discretionary
$75.4M
Accounts
324
Non-Discretionary
$84.8M
Accounts
118

ContactClients

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Individual Clients
387
AUM
$90.9M
HNW Individual Clients
26
AUM
$50.5M
Corporation or Business Clients
24
AUM
$18.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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