Filon Capital
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 315321
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI85%
- Individuals15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Filon Capital is an independent, individually owned registered investment adviser that focuses on portfolio management for individuals, families and small businesses, and also provides portfolio services to business or institutional clients. The firm charges fees based on a percentage of assets under management and may assess performance-based fees on certain arrangements. Filon Capital reports no active ESG program and is not organized as a multi-state adviser or pension consultant; it does not identify as a capital allocator or as part of a related-adviser structure.
Assets & Accounts
Investments & Alternatives
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
- Non-Investment Grade Corp Bonds53%
- Public Funds/Mutual Funds20%
- US Government Bonds14%
- Exchange Traded Equities12%
- Derivatives1%
Owners & executives
1 of 1
Miguel Bilbao
Founder & CIOCRD 4818415
Contacts
1 of 1Jose Urizar
PartnerCRD 7412374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, 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
- 2600 S Douglas Rd
- Time zone
- ET (UTC-5)
- Office locations
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