AsesordeinversioneS.com Ltd

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$314K
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
Road Town Tortola,
CRD number
331588
Registered since
September 12, 2025
Custodians
APEX CLEARING CORPORATION, STONEX FINANCIAL, INC.
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses83.06%
  • Individuals16.94%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

AsesordeinversioneS.com Ltd is an independently owned registered investment adviser that registered with the SEC in 2025. The firm focuses on portfolio management for individuals and small businesses and charges clients a fee calculated as a percentage of assets under management. Ownership is held by an individual and the adviser presents itself as an independent RIA rather than part of a larger broker-dealer or family office network. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 34%, Non-Investment Grade Corp Bonds 11%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds34%
  • Non-Investment Grade Corp Bonds11%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

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Contacts

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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

Road Town Tortola, null

Location

Road Town Tortola, null

Headquartered in Road Town Tortola, null.

Address
Office 14a 19 Waterfront Dr
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth