Miura Investment Advisors, Inc
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 283148
- Website
- www.miurausa.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI92.18%
- Individuals4.43%
- Corporations / Businesses3.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Miura Investment Advisors, Inc. is a corporate advisory firm that manages portfolios for individuals, families and institutional clients with a focus on individualized portfolio management for small businesses and private clients. The firm reports a fee mix that includes a percentage of assets under management plus performance-based compensation and other arrangements. It identifies itself as a qualified custodian and lists an industry affiliation with a broker-dealer. Miura does not position itself as a capital allocator and is not an active ESG investor.
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
Asset composition
- Non-Investment Grade Corp Bonds27%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds14%
- Private Funds10%
Owners & executives
1 of 1
Italo D Alfonso
CEO and CCOCRD 4485045
Contacts
3 of 12Christian Batalha
Financial AdvisorCRD 6321488
Mario D'alfonso
DirectorCRD 4875713
Marlo Ovalles
DirectorCRD 4875720
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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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