Angel Sanz Alonso, financial advisor Geneva

Angel Sanz Alonso

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Angel Sanz Alonso
Phone Number: 305-459-5400
Firm Website: http://www.borealcm.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,587
    MILLIONS
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $1,370,604
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

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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