B
$62.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
240 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2020
- Office Locations
- 1
Office Locations
1110 Brickell Ave. Suite 200 Miami FL
About Bankshop, LLC
Bankshop, LLC is a Miami-based RIA. The firm has been operating for 6 years. Managing $62.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
$258.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
Lucas Cambraia Bahia Coutinho
Managing Member
- CRD
- #7199055
- Ownership
- 75% or more
Available
Available
Available
V
Victoria S. Feres de Carvalho
Chief Compliance Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,131,690 | $356,000 |
| Total | $62,131,690 | $356,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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