Amerant Investments, Inc.

Amerant Investments, Inc. (CRD# 117284) is a financial advisory firm headquartered in Coral Gables, FL. They manage $450,922,578 in 655 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $688,431
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

Financial Advisors at Amerant Investments, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Silvana L. Bolivar
CRD#: 6425116
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Silvana Bolivar (CRD# 6425116) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 3 years of experience in the finance industry.

2
Vicent Costa
CRD#: 4780573
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Vicent Costa (CRD# 4780573) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

3
Rafael A. Cruz
CRD#: 4659566
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Rafael Cruz (CRD# 4659566) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 13 years of experience in the finance industry.

4
Mark S. Dirou
CRD#: 6016587
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Mark Dirou (CRD# 6016587) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry. Mark Dirou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Anabel Ferreiro Lopez
CRD#: 5502917
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Anabel Ferreiro Lopez (CRD# 5502917) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry.

6
Miguel A. Gras
CRD#: 4607319
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Miguel Gras (CRD# 4607319) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry.

7
Maria Elizabeth Lacasa
CRD#: 5072231
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Maria Elizabeth Lacasa (CRD# 5072231) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

8
Patricia H. Leon-Ponte
CRD#: 6138795
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Patricia Leon-Ponte (CRD# 6138795) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 5 years of experience in the finance industry.

9
Alejandro A. Lopina
CRD#: 5457549
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Alejandro Lopina (CRD# 5457549) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 12 years of experience in the finance industry.

10
Jorge L. Mora
CRD#: 5420603
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Jorge Mora (CRD# 5420603) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry.

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