ALCES & ASOCIADOS ADVISORS
Firm details
- Headquarters
- AVENTURA, Florida
- CRD number
- 335172
Firm profile
FINTRXOverview
Alces & Asociados Advisors is organized as a limited liability company with individual ownership. Public records provide only minimal operational detail: the firm is classified as unclassified, is not identified as a capital allocator, and is not marked as an active ESG investor, multistate adviser, pension consultant, or related adviser. SEC registration year is not listed in the available data. The firm’s public footprint is small. While traditional retail or institutional advisory activity is not evident from the filing data, the firm does appear to engage on the private fund side (see Investments & Alternatives). The limited disclosure makes it difficult to determine client targeting, advisory model (discretionary vs. non-discretionary), or platform relationships.
Assets & Accounts
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 2MARIA CESTARI
DirectorCRD 8032081
JOSE ALVAREZ
MemberCRD 8032083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AVENTURA, FL
MIAMI DADE
Location
AVENTURA, FL
Headquartered in AVENTURA, 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
- 2980 NE 207th St
- Time zone
- ET (UTC-5)
- Office locations
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