Bankshop, LLC

RIAState Registered
Total AUM
$71.5M
Discretionary
$0
0% of AUM
Avg account
$298K
Accounts
240
Employees
3
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
306387
Registered since
January 2, 2020
Website
bankshop.com.br
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals50.97%
  • HNWI49.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bankshop, LLC is an independently owned wealth advisory firm organized as an LLC and registered in Florida. The firm focuses on fee-based portfolio management for individual and family clients and small businesses, charging a percentage of assets under management. Its stated practice centers on traditional portfolio management rather than institutional or pension consulting services. Bankshop does not position itself as an ESG-driven manager and operates under an individual ownership structure.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Investment Grade Corp Bonds 32%, US Government Bonds 30%, Public Funds/Mutual Funds 18%, Exchange Traded Equities 16%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%32%
  • Investment Grade Corp Bonds32%
  • US Government Bonds30%
  • Public Funds/Mutual Funds18%
  • Exchange Traded Equities16%
  • Non-Investment Grade Corp Bonds3%

Contacts

2 of 2
  • Lucas Coutinho

    Lucas Coutinho

    Investment Adviser RepresentativeCRD 7199055

  • Victoria Feres De Carvalho

    Client Relationship AnalystCRD 7962278

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
1110 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth