Latin Securities Inc

Overview

Latin Securities Inc operates as a small broker-dealer and registered adviser focused on portfolio management for individual clients and small businesses. The firm combines brokerage services with advisory work, charging fees as a percentage of assets under management and on an hourly basis. Its investment activity tilts toward pooled public funds — primarily mutual funds — while maintaining the ability to place clients into third‑party alternative managers and private placements when appropriate. The firm is not positioned as a capital allocator or pension consultant; instead it functions as a distributor and advisor that connects clients to external managers and products. Latin Securities Inc is not an active ESG investor and does not operate as a multi‑state adviser. Its industry affiliations include broker‑dealer activity, registration as another investment adviser, and roles tied to accounting services.

Assets & Accounts

Investments & Alternatives