Andbanc Advisory LLC

Andbanc Advisory LLC (CRD# 150463) is a financial advisory firm headquartered in Miami, FL. They manage $733,757,841 in 387 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    734
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $1,896,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

Financial Advisors at Andbanc Advisory LLC
Showing 1 - 8 of 8 top financial advisors.
1
Miguel J. Cardoso
CRD#: 5864295
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Miguel Cardoso (CRD# 5864295) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 11 years of experience in the finance industry.

2
Carlos E. Gribel
CRD#: 4093473
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Carlos Gribel (CRD# 4093473) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 8 years of experience in the finance industry.

3
Karen V. Mendoza
CRD#: 4517507
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Karen Mendoza (CRD# 4517507) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 16 years of experience in the finance industry.

4
Juan P. Venegas
CRD#: 5622112
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Juan Venegas (CRD# 5622112) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 11 years of experience in the finance industry.

5
Arturo L. Carrera Munoz
CRD#: 6761765
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Arturo Carrera Munoz (CRD# 6761765) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has 1 year of experience in the finance industry.

6
Ivan Dolz De Espejo
CRD#: 7419936
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Ivan Dolz De Espejo (CRD# 7419936) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has 1 year of experience in the finance industry.

7
Lineo Poll
CRD#: 7804943
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Lineo Poll (CRD# 7804943) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has 1 year of experience in the finance industry.

8
Gustavo Soares Zuquim Nunes
CRD#: 7345867
201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131

Gustavo Soares Zuquim Nunes (CRD# 7345867) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 2 years of experience in the finance industry.

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