Amauta Financial
Amauta Financial (CRD# 281419) is a financial advisory firm headquartered in , . They manage $11,154,565 in 57 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Amauta Financial
By the Numbers
-
Total Assets Under Management11MILLION
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Total Number of Accounts57ACCOUNTS
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Average Account Value$195,694
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, VA
Financial Advisors at Amauta Financial
1
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.
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