Aventura Capital Management, LLC

Aventura Capital Management, LLC (CRD# 142478) is a financial advisory firm headquartered in Boca Raton, FL. They manage $62,375,511 in 253 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
5550 Glades Road, Suite 535, Boca Raton, FL 33431
http://aventuracap.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $246,544
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
  • 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.

CA, CT, FL, HI, IA, IL, MA, MD, ME, NH, NJ, NY, PA, RI, UT, VT

Financial Advisors at Aventura Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Cauceglia, financial advisor Boca Raton FL
Daniel T. Cauceglia
CRD#: 1490736
5550 Glades Road, Suite 535, Boca Raton, FL 33431

Daniel Cauceglia (CRD# 1490736) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.

2
Juan Lopez, financial advisor Boca Raton FL
Juan Lopez
CRD#: 6277056
5550 Glades Road, Suite 535, Boca Raton, FL 33431

Juan Lopez (CRD# 6277056) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

3
Timothy Moy, financial advisor Boca Raton FL
Timothy B. Moy
CRD#: 5281548
5550 Glades Road, Suite 535, Boca Raton, FL 33431

Timothy Moy (CRD# 5281548) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 16 years of experience in the finance industry.

4
Loretta Scarpettiscroggins, financial advisor Boca Raton FL
Loretta G. Scarpettiscroggins
CRD#: 1068583
5550 Glades Road, Suite 535, Boca Raton, FL 33431

Loretta Scarpettiscroggins (CRD# 1068583) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 38 years 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.

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