DINERAZO INC.

RIASEC RegisteredEst. 2021
Total AUM
$7.5K
Discretionary
$7.5K
100% of AUM
Avg account
$163
Accounts
46
Employees
4
Advisory reps
3

Firm details

Headquarters
NORTH MIAMI, Florida
CRD number
312819
Registered since
April 8, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 32%, Non-Exchange Traded Equities 2%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents32%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 3
  • Israel Hernandez

    CEOCRD 7347023

  • AARON CHAVEZ

    Chief Financial OfficerCRD 6353674

  • Alexander McElfish

    Chief Compliance OfficerCRD 7344182

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth