Actitrust Wealth Management LLC

Actitrust Wealth Management LLC (CRD# 284827) is a financial advisory firm headquartered in Plantation, FL. They manage $119,778,832 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
300 S. Pine Island Rd., Suite 305, Plantation, FL 33324
https://www.bailliageinvestments.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $604,944
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Actitrust Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eduardo Bello, financial advisor Plantation FL
Eduardo E. Bello
CRD#: 5433549
300 S. Pine Island Rd., Suite 305, Plantation, FL 33324

Eduardo Bello (CRD# 5433549) is an Investment Advisor Representative working at Actitrust Wealth Management LLC in Plantation, FL and has over 15 years of experience in the finance industry.

2
Alejandro Yanes, financial advisor Plantation FL
Alejandro Yanes
CRD#: 6692583
300 S. Pine Island Rd., Suite 305, Plantation, FL 33324

Alejandro Yanes (CRD# 6692583) is an Investment Advisor Representative working at Actitrust Wealth Management LLC in Plantation, FL and has over 6 years of experience in the finance industry.

3
Alfredo Yanes, financial advisor Plantation FL
Alfredo J. Yanes
CRD#: 2517311
300 S. Pine Island Rd., Suite 305, Plantation, FL 33324

Alfredo Yanes (CRD# 2517311) is an Investment Advisor Representative working at Actitrust Wealth Management LLC in Plantation, FL and has over 29 years of experience in the finance industry.

4
Daniel Gentile, financial advisor Panama City
Daniel M. Gentile
CRD#: 7543265
Panama City,

Daniel Gentile (CRD# 7543265) is an Investment Advisor Representative working at Actitrust Wealth Management LLC in Panama City, and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals