Asesoria Financiera Independiente, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 152439
- Custodians
- MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
Firm profile
FINTRXOverview
Asesoria Financiera Independiente, Inc. operates as a corporation focused on providing financial advisory services to individuals and families. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not engage in ESG investing, it offers a range of investment strategies and services tailored to meet the needs of its clientele. The firm does not classify itself as a capital allocator or pension consultant, indicating a more personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds20%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Francisco Watkins
PresidentCRD 2946197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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