CRD: 329395

Advisuite

Coral Gables, FL

(305) 421-6300

$12.0M Total AUM

$3.8M Disc. AUM

-- 3Y CAGR

4 Employees

4 ADV. Clients

6 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company · Vanguard
Clients: Retail and Institutional
Platforms: --
Established Date: 06-01-2020
Office Locations: 1

Office Locations

-- Coral Gables FL

About Advisuite

Advisuite is a Coral Gables-based RIA. The firm has been operating for 6 years. Managing $12.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.

Team overview

-- AVG AGE

$6.0M AVG AUM / ADVISOR

$3.0M AVG AUM / CLIENT

2.9 yrs AVG TENURE

4 Employees

2 Advisory Reps

2 RIA Reps

6yrs Firm Age

Insights

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

ALFREDO OLIVA

MANAGING DIRECTOR, President, PRINCIPAL

CRD: #352034
Ownership: Less than 5%

Available

JUAN CARLOS RIERA

Chief Compliance Officer, DIRECTOR, President

CRD: --
Ownership: Less than 5%

Available

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Contacts

Alfredo Oliva Jr

CRD: #3083002

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$3,800,288	--
Non-Discretionary	$8,168,614	--
Total	$11,968,902	--

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

Available

Cash:

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Equity - Exchange:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Cash	Available	Available
Equity - Exchange	Available	Available
Total	Available	Available

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Advisuite

Firm Details

Office Locations

About Advisuite

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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