Boreal Capital Management LLC
Boreal Capital Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $1,377,857,157 in 800 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,378MILLION
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Total Number of Accounts800ACCOUNTS
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Average Account Value$1,722,321
- A percentage of assets under your management
- Performance-based fees
- 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
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AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI
Alexandro Ampudia Tommasi (CRD# 4921219) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 15 years of experience in the finance industry.
Renata Benghira-Lima (CRD# 5218105) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 5 years of experience in the finance industry.
Lorena Berthe-Martinez (CRD# 4207106) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 23 years of experience in the finance industry.
Sergio Bister Pessaj (CRD# 4531076) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 19 years of experience in the finance industry.
Santiago Copello (CRD# 3169072) is an Investment Advisor Representative working at Boreal Capital Management LLC in Key Biscayne, FL and has over 25 years of experience in the finance industry.
Luis Delgado (CRD# 4990149) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 18 years of experience in the finance industry.
Juan Doria (CRD# 3157084) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 14 years of experience in the finance industry.
Carl Edlund (CRD# 5171975) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 13 years of experience in the finance industry.
Daniel Eulate (CRD# 6091296) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 10 years of experience in the finance industry.
Roberto Garcia (CRD# 1877805) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 35 years of experience in the finance industry.