Noesis Capital Management Corp
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 110819
- Registered since
- September 5, 1995
- Website
- www.noesis-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.97%
- Corporations / Businesses11.21%
- Individuals10.66%
- Pension & Profit Sharing Plans0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Noesis Capital Management Corp is an independent registered investment adviser that works with individuals, families and institutions. The firm is registered with the SEC and first registered in 1995. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, as well as pension consulting. Compensation is a mix of percentage-of-assets-under-management and fixed fees. The firm classifies itself as a corporation with domestic entity and individual ownership. It does not identify as a multi-state or newly formed adviser, and it is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Private Funds15%
- Other6%
- Non-Exchange Traded Equities4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$95.5M in ETFs
72%
$68.9M
27%
$26.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $17.6M | 349,045 | 18.41% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, 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
- Palm Beach
- Address
- Sq 2700 N Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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