MIURA INVESTMENT ADVISORS, INC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 283148
- Website
- www.miurausa.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI92.18%
- Individuals4.43%
- Corporations / Businesses3.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Miura Investment Advisors, Inc. is a corporate registered investment adviser that works with both individual and family clients as well as institutional relationships. The firm focuses on portfolio management, with advisory activity targeted at individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, performance-based fees and other fee structures. Miura reports a fixed-income orientation and does not classify itself as an active ESG investor. The firm is affiliated with broker-dealer activity and identifies custody arrangements consistent with a qualified custodian model. Although Miura maintains multiple office locations, it is not reported as a multi-state adviser in its snapshot filings.
Assets & Accounts
Investments & Alternatives
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
- Non-Investment Grade Corp Bonds27%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds14%
- Private Funds10%
Owners & executives
1 of 1ITALO D ALFONSO
CEO and CCOCRD 4485045
Contacts
3 of 12RICARDO HEREDIA
Portfolio ManagerCRD 4565473
Marco Malave
Assistant Vice PresidentCRD 7513566
VICENTE MARCHELLI APOLINAR
Investment AdvisorCRD 7722320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, 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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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