Fivenca Asset Management

RIASEC Registered

Total AUM

$52.4M

Discretionary

$51M

97% of AUM

Avg account

$708K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 288527
Website: fivenca.us
Custodians: STONEX FINANCIAL INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.41%
Charitable Organizations12.29%
Corporations / Businesses2.39%
Individuals1.53%
Pension & Profit Sharing Plans1.38%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Fivenca Asset Management is a limited liability company operating as a non-independent retail RIA with an individual owner. The firm acts as a capital allocator for both individual/family and institutional clients, providing portfolio management for individuals, small businesses and institutions, and also engaging in selection of other advisers and publication of periodicals or newsletters. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Fivenca does not identify as an active ESG investor and is not registered as a multi-state adviser.