A
CRD: 174244
Aviles Capital Management LLC
$451.0K Total AUM
$451.0K Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-26-2015
- Office Locations
- 1
Office Locations
-- Middletown NY
About Aviles Capital Management LLC
Aviles Capital Management is an independent, NY-registered RIA led by Thomas Brotanek (MBA) providing financial planning and consulting, portfolio management, and 401(k)/403(b) retirement plan management. The practice emphasizes fiduciary advice and primarily implements client portfolios using ETFs.
Team overview
-- AVG AGE
$451.0K AVG AUM / ADVISOR
$41.0K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS BROTANEK
Chief Executive Officer, Investment Advisor
- CRD
- #6433930
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,969 | -- |
| Non-Discretionary | $0 | -- |
| Total | $450,969 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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