Bradesco Global Advisors

RIASEC Registered

Total AUM

$182M

Discretionary

$182M

100% of AUM

Avg account

$152K

Accounts

1,196

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 134416
Registered since: March 28, 2022
Website: www.bradescoinvest.us
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles91.39%
Individuals5.75%
HNWI2.86%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bradesco Global Advisors is a corporate-structured, SEC-registered investment adviser (registered in 2022) that operates as an institutional RIA serving both individual & family clients and institutional investors. The firm charges fees based on a percentage of assets under management and provides portfolio management specifically for pooled investment vehicles. It does not position itself as a capital allocator and is not identified as an active ESG investor. Reported industry affiliations include relationships with broker-dealer and banking/thrift institutions.