BAF ADVISORS CORP

RIASEC Registered
Total AUM
$1.4M
Discretionary
$0
0% of AUM
Avg account
$1.4M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
323286
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BAF Advisors Corp is a small, corporate-structured advisory firm that provides portfolio management services primarily for individuals and small businesses. The firm appears to operate as a domestic entity with an individual owner structure and is classified as an unclassified adviser on filings. Its advisory model is primarily non-discretionary, meaning clients retain trading authority while the firm provides recommendations and ongoing portfolio oversight. Fee arrangements combine a percentage-of-AUM component with the option for hourly charges, which suggests a blend of ongoing advisory relationships and project-based work. Strategically, the firm shows a preference for liquid, publicly traded instruments with a tilt toward fixed-income exposures. It does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. Third-party relationships are used to access certain investment products rather than serving as a capital allocator directly.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 38%, Investment Grade Corp Bonds 37%, Cash & Cash Equivalents 9%, Other 8%, Non-Investment Grade Corp Bonds 7%, Sovereign Bonds 1%38%
  • Exchange Traded Equities38%
  • Investment Grade Corp Bonds37%
  • Cash & Cash Equivalents9%
  • Other8%
  • Non-Investment Grade Corp Bonds7%

Owners & executives

1 of 1
  • Cristian Donoso

    CIOCRD 7621517

Contacts

2 of 2
  • Juan Biehl

    Registered RepresentativeCRD 8028326

  • Felipe Alvarado Dip

    CRD 8238482

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
777 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth