Proaltus Usa

Proaltus Usa (CRD# 310955) is a financial advisory firm headquartered in , . They manage $400,260,332 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://proaltus.us
By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $3,638,730
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Proaltus Usa
Showing 1 - 1 of 1 top financial advisors.
1
Mauricio Flores Lobeira, financial advisor Carmel IN
Mauricio Flores Lobeira
CRD#: 4643004
Carmel, IN

Mauricio Flores Lobeira (CRD# 4643004) is an Investment Advisor Representative working at Proaltus Usa in Carmel, IN and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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