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 advisory firm organized as an LLC and overseen by an individual owner. The adviser has been registered with the SEC since 2020 and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family relationships, and it charges fees based on a percentage of assets under management. Bankshop does not present itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
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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