Cgis Advisors LLC

Cgis Advisors LLC (CRD# 170161) is a financial advisory firm headquartered in Miami, FL. They manage $17,272,370 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,439,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Cgis Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Clotilde Levi
CRD#: 2583901
990 Biscayne Blvd., Miami, FL 33132
93
Wealthminder
score

Clotilde Levi (CRD# 2583901) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 21 years of experience in the finance industry.

2
Erik L. Halvorssen Villegas
CRD#: 4430291
990 Biscayne Blvd., Miami, FL 33132
90
Wealthminder
score

Erik Halvorssen Villegas (CRD# 4430291) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 3 years of experience in the finance industry.

3
Felipe O. Mois
CRD#: 5942284
990 Biscayne Blvd., Miami, FL 33132
89
Wealthminder
score

Felipe Mois (CRD# 5942284) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 3 years of experience in the finance industry.

4
Rigoberto P. Dapena
CRD#: 1457405
990 Biscayne Blvd., Miami, FL 33132
83
Wealthminder
score

Rigoberto Dapena (CRD# 1457405) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 30 years of experience in the finance industry.

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