LVNA MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
317105
Registered since
October 1, 2021

Firm profile

FINTRX

Overview

Lvna Management LLC is a privately owned limited liability company that registered with the SEC in 2021. The firm is classified as unclassified in the dataset and is owned by an individual. It does not report acting as a capital allocator, is not identified as an active ESG investor, and does not present as a multi-state adviser, pension consultant, or related adviser in the available records. The firm’s operational role centers on pooled investment vehicles: it functions as a sponsor, general partner, and managing member of funds rather than as a traditional advisory firm serving retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Allan Cassis

    Founder & CEOCRD 7448768

  • Jimmy Cassis

    Chief Technical OfficerCRD 7448777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
237 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth