CORRALES & CO.

RIASEC RegisteredEst. 2024

Total AUM

$174M

Discretionary

$153M

88% of AUM

Avg account

$236K

Accounts

738

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 332189
Registered since: August 12, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.04%
Individuals22.29%
Pension & Profit Sharing Plans5.63%
Corporations / Businesses0.75%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corrales & Co. is an independent, SEC-registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm describes itself as a capital allocator and charges clients via percentage-of-AUM and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. The firm also has industry affiliations that include roles as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles. Corrales & Co. is not positioned as an ESG-focused manager and is not designated as a multi-state adviser in the source data. The firm’s registration year on file is 2024.