BGV FINANCIAL ADVISORS
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 324511
- Registered since
- October 12, 2023
- Website
- benhamouglobalventures.com
- Custodians
- BG VALORES
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions73.8%
- Other22.85%
- HNWI2.65%
- Individuals0.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
BGV Financial Advisors is a limited liability company that registered with the SEC in 2023 and operates as a registered representative of a broker-dealer. The firm provides fee-based portfolio management using a percentage-of-AUM fee model and serves both individual/small-business clients and businesses or institutional clients. It is not positioned as a capital allocator and is not an active ESG investor. The firm’s reported industry ties include relationships with broker-dealers, other investment advisers, banking or thrift institutions, trust companies and insurance companies.
Assets & Accounts
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
- Non-Investment Grade Corp Bonds67%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities10%
- Sovereign Bonds7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Roberto Aleman
Chief Executive OfficerCRD 7391383
Contacts
1 of 1YAILING COLLAZO
CCOCRD 4781297
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
- 201 S Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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