This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Merrill Lynch ยท UBS
- Clients
- Retail
- Platforms
- Alpha focus
- Established Date
- 04-01-2014
- Office Locations
- 1
Office Locations
About CSS Capital Advisory LLC
CSS Capital Advisory LLC is a Miami-based RIA providing personalized wealth management and financial advice for high-net-worth individuals, including entrepreneurs. Portfolios incorporate ETFs, corporate and government bonds, and private funds as appropriate. The firm is led by investment professionals with 70+ years of combined market experience and reports Merrill Lynch as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUIGI CATTANEO
Investment Advisor, Managing Member
- CRD
- #6335476
- Ownership
- 75% or more
NASSER AMIN SAIDI
Investment Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
Fusion alpha
Radial crest harbor
- CRD
- #94875
- Ownership
- 2.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Ricardo Fernandez
--
- CRD
- #7688297
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,245,421 | -- |
| Non-Discretionary | $37,561,996 | -- |
| Total | $60,807,417 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,807,417
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $402,600,559 | 5.9% |
| Corporate - Investment Grade | $1,235,096,630 | 18.1% |
| Equity - Exchange | $1,501,222,423 | 22.0% |
| U.S. Government/Agency | $1,664,992,142 | 24.4% |
| Cash | $504,956,633 | 7.4% |
| Corporate - Non-Investment Grade | $702,845,044 | 10.3% |
| Sovereign Bonds | $812,024,857 | 11.9% |
| Total | $6,823,738,288 | 100.0% |