Beta Capital Management LLC

Beta Capital Management LLC (CRD# 154894) is a financial advisory firm headquartered in Miami, FL. They manage $139,598,997 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $6,647,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

FL, TX

Financial Advisors at Beta Capital Management LLC
Showing 1 - 10 of 15 top financial advisors.
1
Khashayar M. Atabaki
CRD#: 4460838
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Khashayar Atabaki (CRD# 4460838) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 14 years of experience in the finance industry.

2
Gustavo A. Guerini
CRD#: 4005993
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Gustavo Guerini (CRD# 4005993) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 17 years of experience in the finance industry.

3
Rafael Madan
CRD#: 2292681
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Rafael Madan (CRD# 2292681) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 20 years of experience in the finance industry.

4
Alejandro Naranjo Garcia
CRD#: 4603559
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Alejandro Naranjo Garcia (CRD# 4603559) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 12 years of experience in the finance industry.

5
Raul U. Ponte
CRD#: 2243914
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Raul Ponte (CRD# 2243914) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 10 years of experience in the finance industry.

6
Gabriela T. Trower
CRD#: 3244048
777 Brickell Avenue, Suite 1201, Miami, FL 33131
93
Wealthminder
score

Gabriela Trower (CRD# 3244048) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 16 years of experience in the finance industry.

7
Osmundo O. Martinez
CRD#: 3053716
777 Brickell Avenue, Suite 1201, Miami, FL 33131
90
Wealthminder
score

Osmundo Martinez (CRD# 3053716) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 4 years of experience in the finance industry.

8
Francisco J. Mejia
CRD#: 5496150
777 Brickell Avenue, Suite 1201, Miami, FL 33131
90
Wealthminder
score

Francisco Mejia (CRD# 5496150) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has over 5 years of experience in the finance industry.

9
Noelia Povedano
CRD#: 6126794
777 Brickell Avenue, Suite 1201, Miami, FL 33131
90
Wealthminder
score

Noelia Povedano (CRD# 6126794) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry.

10
Pascal Rohner
CRD#: 6393083
777 Brickell Avenue, Suite 1201, Miami, FL 33131
90
Wealthminder
score

Pascal Rohner (CRD# 6393083) is an Investment Advisor Representative working at Beta Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry.

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