Inversiones Sura

Overview

Inversiones Sura is a corporate-structured wealth adviser that serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing and other arrangements. Ownership is listed as a combination of a foreign entity and an individual. Inversiones Sura is not identified as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser. The firm registered with the SEC in 2025.

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Location & Offices