Miura Investment Advisors, Inc

RIASEC Registered
Total AUM
$392M
Discretionary
$2.8M
1% of AUM
Avg account
$2.1M
Accounts
191
Employees
6
Advisory reps
13

Firm details

Headquarters
Miami, Florida
CRD number
283148
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

FINTRX

Overview

Miura Investment Advisors, Inc. is a corporate-structured advisory firm that serves both individual and family clients as well as institutional investors. The firm provides portfolio management services targeted at individuals and small businesses and operates with a fee model that includes percentage-of-assets-under-management charges and performance-based fees. It is not characterized as an active ESG investor and is not listed as a multi-state adviser in the available snapshot. The firm also lists a broker-dealer affiliation and is identified as a qualified custodian in the provided data.

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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 27%, Exchange Traded Equities 17%, Public Funds/Mutual Funds 15%, Investment Grade Corp Bonds 14%, Private Funds 10%, Cash & Cash Equivalents 6%, US Government Bonds 5%, Sovereign Bonds 4%, Non-Exchange Traded Equities 1%, Other 1%27%
  • Non-Investment Grade Corp Bonds27%
  • Exchange Traded Equities17%
  • Public Funds/Mutual Funds15%
  • Investment Grade Corp Bonds14%
  • Private Funds10%

Owners & executives

1 of 1
  • Italo D Alfonso

    Italo D Alfonso

    CEO and CCOCRD 4485045

Contacts

3 of 12
  • Ricardo Heredia

    Ricardo Heredia

    Portfolio ManagerCRD 4565473

  • Marco Malave

    Marco Malave

    Assistant Vice PresidentCRD 7513566

  • Vicente Marchelli Apolinar

    Investment AdvisorCRD 7722320

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth