Bóveda Asset Management, Inc.
Bóveda Asset Management, Inc. (CRD# 171852) is a financial advisory firm headquartered in Charlotte, NC. They manage $16,661,150 in 1 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Bóveda Asset Management, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$16,661,150
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Bóveda Asset Management, Inc.
No Advisor Found.
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