MAS Advisors LLC

RIASEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$8.7M
Accounts
295
Employees
13
Advisory reps
7

Firm details

Headquarters
Coral Gables, Florida
CRD number
165906
Registered since
February 21, 2013
Website
www.masadvisorsllc.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Insurance Companies97.51%
  • HNWI1.6%
  • Other Investment Advisers0.87%
  • Individuals0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MAS Advisors LLC is an institutional registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2013) and offers portfolio management for individuals, small businesses, and institutions, as well as selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. MAS Advisors is affiliated with an insurance company and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Private Funds 88%, Public Funds/Mutual Funds 4%, Non-Exchange Traded Equities 3%, Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%88%
  • Private Funds88%
  • Public Funds/Mutual Funds4%
  • Non-Exchange Traded Equities3%
  • Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Francisco Soler

    Francisco Soler

    Senior Vice President & Chief Investment OfficerCRD 4983591

Contacts

3 of 6
  • Robert Kelly

    Robert Kelly

    Investment Advisor RepresentativeCRD 1011716

  • Ricardo Calderon

    Ricardo Calderon

    Managing Director and PrincipalCRD 6132865

  • Javier Fonseca-Paricio

    Investment Research AnalystCRD 7293695

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$56M in ETFs

Passive

88%

$49.2M

Active

12%

$6.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$5.1M7,6569.15%
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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
2121 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth