Inter Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 336420
- Registered since
- July 18, 2025
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inter Advisors LLC is a limited liability company registered with the SEC in 2025 that provides portfolio management services to individual investors and small businesses. The firm is classified as a non-independent retail registered investment adviser and charges fees as a percentage of assets under management. Ownership is recorded as a combination of a domestic entity and an individual, and the adviser is identified as related to another adviser. FINTRX indicates the firm does not position itself as an ESG investor, is not a pension consultant, and is not a capital allocator. The firm maintains industry relationships with broker-dealers, other investment advisers, and banking or thrift institutions, which suggests it operates within a network of affiliated financial services providers rather than as a completely independent RIA. Services appear focused on discretionary portfolio management for retail and small-business clients rather than institutional or pension mandates.
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
Owners & executives
2 of 2Antonio Segura
CEOCRD 8075132

John Torola
CEOCRD 1619507
Contacts
3 of 4
Felipe Marcilio
Head of Global InvestmentsCRD 7350536

Luciana Mann
Compliance ManagerCRD 7698891

Nina Torres
CCOCRD 6455404
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
- 501 Brickell Key Dr
- Time zone
- ET (UTC-5)
- Office locations
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