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Building 2MOMA INTERNATIONAL

Map pinPORTO ALEGRE, RIO GRANDE DO SUL
Phone+55 55 999146073
NotebookSEC #801-132921
Total AUM
$22.4M
Employees
5
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AV CARLOS GOMES 700, SL 913
AUXILIADORA
PORTO ALEGRE, RIO GRANDE DO SUL
90480-000
Brazil
Operating Hours
9-5
Monday - Friday
Phone
+55 55 999146073

ReceiptFinancials

Total AUM
$22.4M
Accounts
45
Discretionary
$0
Accounts
0
Non-Discretionary
$22.4M
Accounts
45

ContactClients

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Individual Clients
37
AUM
$5.2M
HNW Individual Clients
4
AUM
$3M
Corporation or Business Clients
1
AUM
$595.7K
Other Clients
6
AUM
$13.6M
Description of Other Clients
PERSONAL INVESTMENT COMPANIES FOR HIGH NET WORTH INDIVIDUALS

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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