ALCES & ASOCIADOS ADVISORS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AVENTURA, Florida
CRD number
335172

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MARIA CESTARI

    DirectorCRD 8032081

  • JOSE ALVAREZ

    MemberCRD 8032083

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth