Sardona Global Advisors LLC

RIAState Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$856K
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
326726
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.51%
  • Individuals13.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sardona Global Advisors LLC is an independent registered investment adviser organized as a limited liability company. The firm functions as a capital allocator and provides discretionary portfolio management for individuals and small businesses as well as for pooled investment vehicles. It also performs manager selection on behalf of clients, i.e., it sources and vets third‑party advisers and fund managers. Compensation arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm is not identified as an active ESG investor and is not listed as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Heiner Speich

    Heiner Speich

    ChairmanCRD 6880028

  • Luciano Duque

    Luciano Duque

    Managing PartnerCRD 6853894

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

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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
2602 Nw 72nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth