Azzendo Wealth Advisors
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 145919
- Registered since
- April 13, 2017
- Website
- www.azzendo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.64%
- Individuals20.33%
- Pension & Profit Sharing Plans2.01%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Azzendo Wealth Advisors is an independent registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, and it also lists pension consulting among its offerings. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Filings indicate the firm does not position itself as a capital allocator and is not an active ESG investor.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities24%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Contacts
3 of 5
Alexandra Valdes
Wealth AdvisorCRD 6107039
Catherina Pareto
President & FounderCRD 4623442
Ana Arguello
Client Operations ManagerCRD 6643845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$128M in ETFs
76%
$97.1M
14%
$31.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $9.5M | 312,957 | 7.44% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, 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
- 901 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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