This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 05-03-2012
- Office Locations
- 2
Office Locations
About Xendia Wealth LLC
BCP Advisors LLC is a Miami-based RIA serving retail and institutional clients. The firm provides asset management, asset allocation and portfolio construction, with use of ETFs, mutual funds and fixed income and allocations that can include futures and real estate; it also supports insurance needs when relevant. A notable distribution detail is its Interactive Brokers-centric custody/trading setup and a mobile/desktop, WealthTech-style dashboard for portfolio monitoring and orders.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MAURICIO ARMANDO
Chief Executive Officer, Manager, Managing Partner
- CRD
- #5851228
- Ownership
- Less than 5%
SANTIAGO MAGGI
Chief Operating Officer, Manager, Senior Managing Director
- CRD
- #2882318
- Ownership
- Less than 5%
Capital ember
Capital element
- CRD
- #94033
- Ownership
- 12.9%
Showing 2 of 3 owners & executives
Unlock allContacts
Ignacio del Fresno
--
- CRD
- #7517365
ELEAZAR GARZON
--
- CRD
- #4732833
Alpha vector
Capital summit glacier
- CRD
- #68029
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,563,927 | $83,311 |
| Non-Discretionary | $86,692,169 | $593,782 |
| Total | $475,256,096 | $98,806 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $475,256,096
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,398,927,371 | 20.4% |
| Equity - Exchange | $1,995,528,749 | 29.1% |
| Cash | $582,886,404 | 8.5% |
| U.S. Government/Agency | $1,549,792,087 | 22.6% |
| Sovereign Bonds | $1,330,352,500 | 19.4% |
| Total | $6,857,487,111 | 100.0% |