VECTORGLOBAL IAG, INC.

RIASEC RegisteredEst. 2017
Total AUM
$1.6B
Discretionary
$1.4B
86% of AUM
Avg account
$943K
Accounts
1,730
Employees
27
Advisory reps
12

Firm details

Headquarters
MIAMI, Florida
CRD number
147129
Registered since
March 17, 2017
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI40.25%
  • Corporations / Businesses33.99%
  • Individuals25.59%
  • Other0.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vectorglobal Iag, Inc. is a corporate broker-dealer that also provides discretionary portfolio management for individuals and small businesses. The firm is SEC-registered (since 2017) and serves both individual & family and institutional clients. Its advisory compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not identified as an ESG-focused manager and is not listed as a capital allocator; its business activities emphasize brokerage and traditional portfolio management rather than direct private capital deployment.

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

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 42%, Public Funds/Mutual Funds 20%, Exchange Traded Equities 17%, Sovereign Bonds 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 1%42%
  • Investment Grade Corp Bonds42%
  • Public Funds/Mutual Funds20%
  • Exchange Traded Equities17%
  • Sovereign Bonds10%
  • US Government Bonds5%

Owners & executives

3 of 4
  • Juan Salguero

    Chief Compliance OfficerCRD 2855462

  • SANTIAGO SANTOS

    Chief Compliance OfficerCRD 1568982

  • CARLOS GADALA-MARIA

    CEO and PresidentCRD 4437613

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Contacts

3 of 8
  • Melvin Saballos

    TraderCRD 6742591

  • PHILIP GADALA-MARIA

    Product AnalystCRD 6547326

  • JUAN CARLOS SANCHEZ COSTES

    International Financial AdvisorCRD 7228784

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Wealth teams

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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
1001 Brickell Bay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth