AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.1 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 14 | $0.0 |
| Average HNW AUM | $683,870 | |
| Retail Total | 14 | $0.0 |
| Average Retail AUM | $2,639,851 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KLAUS SPIELKAMP | MIAMI | FL | S63|2006-09-05|S65|2020-08-12 | ||||||
| DANIELA ESTIMA | MIAMI | FL | S66|2012-09-11 | ||||||
| CARLOS DARINO LOPEZ | MIAMI | FL | CHARTERED FINANCIAL ANALYST | ||||||
| OSWALDO ABREU | MIAMI | FL | S66|2002-07-25 | ||||||
| MARIA ARBELAEZ | MIAMI | FL | S63|2013-04-06|S65|2014-04-21 | ||||||
| MARCIO BRITO DE LIMA | MIAMI | FL | CHARTERED FINANCIAL ANALYST | ||||||
| ANA CLAUDIA SILVA | MIAMI | FL | S66|2018-04-12 | ||||||
| JOAO DE ABREU RODRIGUES | MIAMI | FL | S66|2019-11-27 | CHARTERED FINANCIAL ANALYST | |||||
| PEDRO DE CAMARGO JUNIOR | MIAMI | FL | S66|2019-02-09 | ||||||
| CONSTANZA DAVALOS VEITIA | MIAMI | FL | S66|2023-08-28 | ||||||
| EDWARD WARNER | MIAMI | FL | S66|2018-09-29 | ||||||
| DAVID CARDENAS | MIAMI | FL | S66|2016-08-04 | ||||||
| ALEJANDRO SANTOS | MIAMI | FL | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL-07/19/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV