Davivienda Advisors
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 319755
- Registered since
- December 13, 2022
- Website
- www.daviviendaadvisors.com
- Custodians
- CLEARSTREAM BANKING S.A., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions64.24%
- Individuals35.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Davivienda Advisors LLC is an institutional registered investment adviser that began SEC registration in 2022. The firm serves both individuals and families and institutional clients, charging fees as a percentage of assets under management and delivering portfolio management for individuals/small businesses as well as for businesses or institutions. Ownership is listed as a combination of a foreign entity and an individual. Davivienda Advisors is not designated as a capital allocator and does not self-identify as an active ESG investor or a multi-state adviser. Its regulatory/industry touchpoints include affiliations with broker-dealers, banking or thrift institutions, trust companies and insurance companies.
Assets & Accounts
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
- Sovereign Bonds64%
- Private Funds36%
Contacts
2 of 2
Ricardo Gonzalez
CCOCRD 2139772
Marcela Sanchez Rojas
Investment AdvisorCRD 5205916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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