Alvarium Investment Advisors (us), Inc.

Alvarium Investment Advisors (us), Inc. (CRD# 152104) is a financial advisory firm headquartered in Miami, FL. They manage $965,636,451 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    966
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $17,882,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL

Financial Advisors at Alvarium Investment Advisors (us), Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Lily A. Arteaga
CRD#: 2374133
1111 Brickell Avenue, Suite 2802, Miami, FL 33131

Lily Arteaga (CRD# 2374133) is an Investment Advisor Representative working at Alvarium Investment Advisors (us), Inc. in Miami, FL and has over 24 years of experience in the finance industry.

2
Ricardo C. De La Serna
CRD#: 4659462
1111 Brickell Avenue, Suite 2802, Miami, FL 33131

Ricardo De La Serna (CRD# 4659462) is an Investment Advisor Representative working at Alvarium Investment Advisors (us), Inc. in Miami, FL and has over 19 years of experience in the finance industry.

3
Daniel R. Espinosa
CRD#: 5864010
1111 Brickell Avenue, Suite 2802, Miami, FL 33131

Daniel Espinosa (CRD# 5864010) is an Investment Advisor Representative working at Alvarium Investment Advisors (us), Inc. in Miami, FL and has over 13 years of experience in the finance industry.

4
Jose F. Remy
CRD#: 2504733
1111 Brickell Avenue, Suite 2802, Miami, FL 33131

Jose Remy (CRD# 2504733) is an Investment Advisor Representative working at Alvarium Investment Advisors (us), Inc. in Miami, FL and has over 29 years of experience in the finance industry.

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