DINERAZO INC.
Firm details
- Headquarters
- NORTH MIAMI, Florida
- CRD number
- 312819
- Registered since
- April 8, 2021
- Website
- dinerazo.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dinerazo Inc. operates as a corporation and was established in 2021. The firm focuses on providing portfolio management services primarily for individuals and small businesses. Catering to a client base that consists of individuals and families, Dinerazo Inc. employs a fixed fee structure for its services. The firm does not engage in capital allocation or act as a pension consultant, and it does not have a multi-state advisory presence. Dinerazo Inc. is not recognized as an active ESG investor and has no affiliations with related advisers.
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents32%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 3Israel Hernandez
CEOCRD 7347023
AARON CHAVEZ
Chief Financial OfficerCRD 6353674
Alexander McElfish
Chief Compliance OfficerCRD 7344182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH MIAMI, FL
MIAMI DADE
Location
NORTH MIAMI, FL
Headquartered in NORTH 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
- 12550 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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