Nicolas BascunanCRD Number: 5977588
Current Firm: We Family Offices
Nicolas Bascunan (CRD# 5977588) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 9 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Genspring Family Offices International||Miami, FL||May 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management13,382MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$139,400,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
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