GLOBAL KANDOR ADVISORS, LLC
Firm details
- Headquarters
- KEY BISCAYNE, Florida
- CRD number
- 308452
- Registered since
- June 22, 2020
- Website
- globalkandor.com
- Custodians
- J.P. MORGAN SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.22%
- Individuals0.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Global Kandor Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Its fee model includes both percentage-of-AUM charges and fixed fees. Ownership is held by a mix of a domestic entity and an individual. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser.
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
- Other40%
- Non-Exchange Traded Equities18%
- Exchange Traded Equities15%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds6%
Owners & executives
2 of 2GUILLERMO VERNET
Founder & CEOCRD 2748034
Paola Bernal Cuevas
Chief Investment OfficerCRD 7530552
Contacts
1 of 1ANA REBORA DE LUCHAU
Director - Business DevelopmentCRD 4709058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KEY BISCAYNE, FL
MIAMI DADE
Location
KEY BISCAYNE, FL
Headquartered in KEY BISCAYNE, 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
- 200 Crandon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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