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
- Website
- www.asesordeinversiones.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds34%
- Non-Investment Grade Corp Bonds11%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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