BGV FINANCIAL ADVISORS

RIASEC RegisteredEst. 2023
Total AUM
$144M
Discretionary
$144M
100% of AUM
Avg account
$1.4M
Accounts
103
Employees
2
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
324511
Registered since
October 12, 2023
Custodians
BG VALORES
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions73.8%
  • Other22.85%
  • HNWI2.65%
  • Individuals0.7%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BGV Financial Advisors is a limited liability company that registered with the SEC in 2023 and operates as a registered representative of a broker-dealer. The firm provides fee-based portfolio management using a percentage-of-AUM fee model and serves both individual/small-business clients and businesses or institutional clients. It is not positioned as a capital allocator and is not an active ESG investor. The firm’s reported industry ties include relationships with broker-dealers, other investment advisers, banking or thrift institutions, trust companies and insurance companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 67%, Public Funds/Mutual Funds 15%, Exchange Traded Equities 10%, Sovereign Bonds 7%, Investment Grade Corp Bonds 1%67%
  • Non-Investment Grade Corp Bonds67%
  • Public Funds/Mutual Funds15%
  • Exchange Traded Equities10%
  • Sovereign Bonds7%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Roberto Aleman

    Chief Executive OfficerCRD 7391383

Contacts

1 of 1
  • YAILING COLLAZO

    CCOCRD 4781297

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
201 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth