D
$7.5K Total AUM
$7.5K Disc. AUM
-- 3Y CAGR
4 Employees
46 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
12550 Biscayne Blvd Suite 110 North Miami FL
About Dinerazo Inc.
Dinerazo Inc. is a North Miami-based RIA. The firm has been operating for 5 years. Managing $7.5K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$7.5K AVG AUM / ADVISOR
$163 AVG AUM / CLIENT
5.6 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Alexander Bruce McElfish
Chief Compliance Officer, Partner
- CRD
- #7344182
- Ownership
- 10% but less than 25%
Available
Available
Available
A
AARON ANTHONY CHAVEZ
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500 | $163 |
| Non-Discretionary | $0 | -- |
| Total | $7,500 | $163 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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