Davivienda Advisors

RIASEC RegisteredEst. 2022
Total AUM
$120M
Discretionary
$43M
36% of AUM
Avg account
$333K
Accounts
361
Employees
8
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
319755
Registered since
December 13, 2022
Custodians
CLEARSTREAM BANKING S.A., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions64.24%
  • Individuals35.76%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davivienda Advisors LLC is an institutional registered investment adviser that began SEC registration in 2022. The firm serves both individuals and families and institutional clients, charging fees as a percentage of assets under management and delivering portfolio management for individuals/small businesses as well as for businesses or institutions. Ownership is listed as a combination of a foreign entity and an individual. Davivienda Advisors is not designated as a capital allocator and does not self-identify as an active ESG investor or a multi-state adviser. Its regulatory/industry touchpoints include affiliations with broker-dealers, banking or thrift institutions, trust companies and insurance companies.

Assets & Accounts

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: Sovereign Bonds 64%, Private Funds 36%64%
  • Sovereign Bonds64%
  • Private Funds36%

Contacts

2 of 2
  • Ricardo Gonzalez

    Ricardo Gonzalez

    CCOCRD 2139772

  • Marcela Sanchez Rojas

    Investment AdvisorCRD 5205916

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
1110 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth