AVANTI CAPITAL GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
323317
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avanti Capital Group LLC is a small, privately organized investment adviser operating as a limited liability company. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for both individuals/small businesses and for business or institutional accounts. The adviser is registered as a domestic entity, does not position itself as a capital allocator, and is not identified as an active ESG investor or a multi-state adviser in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Franco Tucciarelli Herrera

    Vice President, InvestmentsCRD 6833618

  • MARCELO OLIVEIRA

    Fixed Income TraderCRD 7641089

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
777 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth