NOESIS CAPITAL MANAGEMENT CORP

RIASEC RegisteredEst. 1995
Total AUM
$877M
Discretionary
$816M
93% of AUM
Avg account
$1M
Accounts
851
Employees
12
Advisory reps
7

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

FINTRX

Overview

Noesis Capital Management Corp is an independent, SEC-registered investment adviser (registered since 1995) organized as a corporation. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Private Funds 15%, Other 6%, Non-Exchange Traded Equities 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%70%
  • Exchange Traded Equities70%
  • Private Funds15%
  • Other6%
  • Non-Exchange Traded Equities4%
  • US Government Bonds2%

Owners & executives

1 of 1

  • NICOLAAS LETSCHERT

    Founder and CEOCRD 874768

Contacts

3 of 6

  • CHERYL DEKNATEL

    Relationship ManagerCRD 2188704

  • Laleeta Hill

    Equity Research AnalystCRD 8221447

  • Borja De La Fuente

    Investment AnalystCRD 7891614

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$85.2M in ETFs

Passive

72%

$61.2M

Active

28%

$24M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$15.9M313,76418.63%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth