Isabel Martinez Lopez, financial advisor New York NY

Isabel Martinez Lopez

CRD Number: 5276247
Current Firm: Aureana Capital Management, LLC

Isabel Martinez Lopez (CRD# 5276247) is an Investment Advisor Representative working at Aureana Capital Management, LLC in New York, NY and has over 11 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Aureana Capital Management LLC New York, NY Dec 2017 - Current 6
Canepa U.s., LLC New York, NY Jul 2012 - Dec 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Isabel Martinez Lopez
Phone Number: 212-677-7011
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $173,601,436
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NY

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