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- Custodian
- Interactive Brokers · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2017
- Office Locations
- 2
Office Locations
About BG Advisors
Ballestas Group is an independent Miami-based wealth management firm serving clients in the U.S., Spain, Mexico, and Colombia. It provides portfolio management anchored in risk management, plus cash management, lending solutions, and trustee services to help meet liquidity needs and financial objectives. Portfolios commonly use public funds and ETFs, with exposure to private funds/alternatives, and custody relationships including Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 9 clients, or 4.5 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on September 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Platform
- Services
- Technology
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The full BG Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MIGUEL ANDRES BALLESTAS
Managing Partner
- CRD
- #1638753
- Ownership
- 75% or more
MARTHA ELENA CHINEA
Chief Compliance Officer
- CRD
- #2520898
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Catalina Mercedes Ballestas
Business Development
- CRD
- #7594116
FELIPE ANTONIO BALLESTAS
Managing Director
- CRD
- #2461019
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,369,939 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,369,939 | -- |
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Separately Managed Accounts
SMA allocation detail is available
BG Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.