BG Advisors
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 287825
- Website
- www.ballestasgroup.com
- Custodians
- J.P. MORGAN SECURITIES INC., SAFRA SECURITIES LLC, EFG CAPITAL INTERNATIONAL, UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.05%
- Corporations / Businesses0.74%
- Individuals0.21%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BG Advisors is a Florida-based limited liability company operating as an independent registered investment adviser at the state level. The firm is individually owned and runs a fee model tied to assets under management. Its stated advisory activity is portfolio management for individuals and small businesses, and its client mix includes both individual/family and institutional relationships. BG Advisors lists affiliations with another investment adviser and an insurance company. The firm does not position itself as a capital allocator and does not identify 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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities24%
- Private Funds9%
- Cash & Cash Equivalents5%
- Sovereign Bonds1%
Contacts
3 of 4Miguel Ballestas
Managing Partner and FounderCRD 1638753

Felipe Ballestas
Managing PartnerCRD 2461019

Martha Chinea
Business Development ManagerCRD 2520898
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
- 848 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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