BANKSHOP, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 306387
- Registered since
- January 2, 2020
- Website
- bankshop.com.br
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.22%
- Individuals49.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bankshop, LLC is a small, SEC-registered investment advisory organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. It does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. Its advisory work is oriented toward direct client portfolio management rather than multi-state institutional consulting.
Assets & Accounts
Investments & Alternatives
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
- Investment Grade Corp Bonds35%
- US Government Bonds34%
- Exchange Traded Equities13%
- Public Funds/Mutual Funds13%
- Non-Investment Grade Corp Bonds3%
Contacts
2 of 2Victoria Feres de Carvalho
Client Relationship AnalystCRD 7962278
Lucas Coutinho
Investment Adviser RepresentativeCRD 7199055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1110 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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