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).
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Total Assets Under Management966MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$17,882,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
DE, FL
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.
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.
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.
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.