CRD: 327326
Bbva Global Wealth Advisors, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2023
- Office Locations
- 3
Office Locations
About Bbva Global Wealth Advisors, Inc.
BBVA Global Wealth Advisors is an SEC-registered RIA and a wholly owned subsidiary of BBVA S.A., providing U.S.-based wealth management for international clients, especially Latin America. The team designs goal-based asset allocation, implements suitable investment vehicles, and provides ongoing portfolio reviews, risk monitoring, and personalized reporting, supported by client technology and access via the Pershing platform.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CATALINA MARIA CADAVID
CHIEF OPERATING OFFICER
- CRD
- #4261425
- Ownership
- Less than 5%
GIOVANNI CORRADO
Chief Compliance Officer, Wealth Advisor
- CRD
- #7803815
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
Juan Carlos Baca
--
- CRD
- #6847126
Laura Bertran de la Torre
--
- CRD
- #7286700
Showing 2 of 50 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,364,604,282 | $1,722,985 |
| Total | $1,364,604,282 | $1,722,985 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing