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- Custodian
- Interactive Brokers · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2017
- Office Locations
- 2
Office Locations
About Ballestas 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.
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Owner & Executives
MIGUEL ANDRES BALLESTAS
Managing Partner
- CRD
- #1638753
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Catalina Mercedes Ballestas
--
- CRD
- #7594116
FELIPE ANTONIO BALLESTAS
Managing Director
- CRD
- #2461019
Showing 2 of 3 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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