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).

By the Numbers
  • Total Assets Under Management
    1,378
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $1,722,321
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI

Financial Advisors at Boreal Capital Management LLC
Showing 11 - 20 of 25 top financial advisors.
11
Antonio Gomez Real
CRD#: 5918120
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Antonio Gomez Real (CRD# 5918120) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 12 years of experience in the finance industry.

12
Annette M. Manon
CRD#: 2905638
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Annette Manon (CRD# 2905638) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 26 years of experience in the finance industry.

13
Marco A. Moreno
CRD#: 4320011
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Marco Moreno (CRD# 4320011) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 23 years of experience in the finance industry.

14
Rafael Moreno
CRD#: 4370359
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Rafael Moreno (CRD# 4370359) 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.

15
Antonio Oliveira Moura
CRD#: 4339637
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Antonio Oliveira Moura (CRD# 4339637) 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.

16
Jaime Ortiz De Pilar
CRD#: 6234842
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Jaime Ortiz De Pilar (CRD# 6234842) 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.

17
Daniel J. Richmond
CRD#: 4704875
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Daniel Richmond (CRD# 4704875) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 20 years of experience in the finance industry.

18
Roger Bosch
CRD#: 7758925
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Roger Bosch (CRD# 7758925) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry.

19
Ernesto Cordovez
CRD#: 4510514
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Ernesto Cordovez (CRD# 4510514) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 4 years of experience in the finance industry.

20
Fernando De Frutos Gonzalez
CRD#: 7450899
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Fernando De Frutos Gonzalez (CRD# 7450899) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry.

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