Angel Sanz AlonsoCRD Number: 7125542
Current Firm: Boreal Capital Management LLC
Angel Sanz Alonso (CRD# 7125542) is an Investment Advisor Representative working at Boreal Capital Management LLC in Geneva, and has over 3 years of experience in the finance industry.
Polen Capital Management, LLC
Leelyn Smith, LLC
|Mora Wealth Management Ag||Zurich,||Apr 2018 - Current||4|
|Andbank||Nassau,||Mar 2016 - Mar 2018||2|
|Bsi Bank||Panama City,||Jan 2014 - Feb 2016||2|
|Banco Santander||Geneva,||Dec 2006 - Dec 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management1,587MILLIONS
Total Number of Accounts1,158ACCOUNTS
Average Account Value$1,370,604
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI
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