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
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 22 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.