Sardona Global Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 326726
- Website
- www.sardona-advisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Heiner Speich
ChairmanCRD 6880028

Luciano Duque
Managing PartnerCRD 6853894
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
- 2602 Nw 72nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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