C
CRD: 332189
Corrales & Co.
Miami, FL, 33131
2394215359
$174.2M Total AUM
$152.9M Disc. AUM
-- 3Y CAGR
10 Employees
324 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-12-2024
- Office Locations
- 2
Office Locations
1200 Brickell AVE Suite 220 Miami FL
-- Fairfax VA
About Corrales & Co.
Corrales & Co. is a Miami-based RIA with 2 offices. The firm has been operating for 1 years. Managing $174.2M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Equity Trust. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$537.6K AVG AUM / CLIENT
1.2 yrs AVG TENURE
10 Employees
6 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Radial Frontier signal Wave ridge
Investment Themes
Harbor Focus frontier Fusion
Investment Vehicles
Bridge
Services
Unison North Timber Fusion ember North focus Momentum Alpha pathway
Owner & Executives
L
LUIS ALONSO CORRALES
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5407809
- Ownership
- 75% or more
(214) 735-7743
ember.pathway@catalystcapital.com
in linkedin.com/in/harbor-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
Stephen Olaleye Adekeye
--
- CRD
- #7351202
(925) 768-3343
signal.peak@unisoncapital.com
in linkedin.com/in/wave-insight
K
Karla Fitzgerald
--
- CRD
- #6915978
(961) 474-2256
legacy.frontier@pioneercapital.com
in linkedin.com/in/vertex-radial
Q
Quantum foundation
Insight quantum wave
- CRD
- #22484
(932) 804-6241
capital.peak@beaconcapital.com
in linkedin.com/in/wave-quantum
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,858,001 | $236,989 |
| Non-Discretionary | $21,331,877 | $229,375 |
| Total | $174,189,878 | $236,030 |
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Separately Managed Accounts
Total SMA Asset: $174,189,878
Public Funds:
8.3% Equity - Exchange:
14.7% Cash:
28.9% U.S. Government/Agency:
36.0% Other:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $434,941,037 | 8.3% |
| Equity - Exchange | $770,317,257 | 14.7% |
| Cash | $1,514,433,248 | 28.9% |
| U.S. Government/Agency | $1,886,491,243 | 36.0% |
| Other | $634,070,667 | 12.1% |
| Total | $5,240,253,452 | 100.0% |