AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.4 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 20 | $0.0 |
| Average Individual AUM | $467,947 | |
| HNW | 193 | $0.3 |
| Average HNW AUM | $1,622,470 | |
| Retail Total | 213 | $0.3 |
| Average Retail AUM | $1,514,064 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.4 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BBVA MEXICO SA INSTITUCION DE BANCA MULTIPLE GRUPO FINANCIERO BBVA MEXICO | $0.0 | - | |
| BBVA VALORES COLOMBIA SA SOCIEDAD COMISIONISTA DE BOLSA | $0.0 | broker-dealer | - |
| BANCO BILBAO VIZCAYA ARGENTARIA S.A. NEW YORK BRANCH | $0.0 | - | |
| BANCO BILBAO VIZCAYA ARGENTARIA COLOMBIA S.A. | $0.0 | - | |
| BBVA SECURITIES INC. | $0.0 | broker-dealer | 27060 |
| BBVA ASSET MANAGEMENT SA, SGIIC. | $0.0 | - | |
| BANCO BILBAO VIZCAYA ARGENTARIA S.A. | $0.0 | - | |
| BANCO BBVA PERU SA | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
| Name | Title |
|---|---|
| CADAVID, CATALINA, MARIA | CHIEF OPERATING OFFICER |
| COOPER, DONNA, LYNNE | CHIEF COMPLIANCE OFFICER |
| PINA PINERO, VICTOR | CHIEF INVESTMENT OFFICER |
| KALKAN, MURAT | CHIEF EXECUTIVE OFFICER |
| GRAHAM JR., WILLIAM, ABBAY | COUNSEL |
| TREJO, ALEJANDRO | COMMERCIAL HEAD |
ADVDB.CO • SOURCE: SEC
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| IGNACIO PEREZANTA ORDONEZ | MIAMI | FL | S65|2011-05-25|S66|2007-03-09 | ||||||
| VICTOR PINA PINERO | MIAMI | FL | S65|2023-10-02 | ||||||
| ALEJANDRO TREJO | MIAMI | FL | S63|2009-05-04|S65|2023-12-03 | ||||||
| CLAUDIO MESSA SANABRIA | MIAMI | FL | S65|2024-04-09|S63|2011-11-04 | ||||||
| DAVID SAKR | MIAMI | FL | S66|2018-03-09|S65|2023-12-21 | ||||||
| MA PALACIOS DE HERNANDEZ | MIAMI | FL | S66|2011-03-05 | ||||||
| JOAQUIN SANCHEZ HERNANDEZ | MIAMI | FL | S63|1996-03-08 | CHARTERED FINANCIAL ANALYST | |||||
| JORGE RIVAS PADILLA | MIAMI | FL | S63|2020-02-01 | CHARTERED FINANCIAL ANALYST | |||||
| JOSE MARTINEZ MENDOZA | MIAMI | FL | S65|2024-04-16 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.4 | $0.0 | 0% | 36 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 18 | 18 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, FL-02/26/2024, TX-04/26/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV