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- Custodian
- Betterment · Charles Schwab & Company · Empower · Pershing
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 09-21-2007
- Office Locations
- 1
Office Locations
About Fendz Asset Management, Inc.
Fendz Asset Management is a Coral Gables, FL advisory firm focused on strategic financial planning and personalized portfolio management built around each client’s lifestyle and risk tolerance. The team serves retail and institutional relationships, including business owners, and emphasizes asset allocation, tax-efficient and risk-managed portfolios that often use ETFs alongside equity and U.S. government/agency exposure. Custody relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSE LUIS FERNANDEZ
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2903983
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Giancarlo Luis Fernandez
--
- CRD
- #7361488
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,850,000 | -- |
| Non-Discretionary | $7,100,000 | -- |
| Total | $14,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,950,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,501,512 | 12.4% |
| U.S. Government/Agency | $228,740,233 | 19.1% |
| Public Funds | $120,956,877 | 10.1% |
| Cash | $69,460,385 | 5.8% |
| Equity - OTC | $265,865,611 | 22.2% |
| Corporate - Investment Grade | $289,817,468 | 24.2% |
| Municipal Bonds | $74,250,755 | 6.2% |
| Total | $1,197,592,841 | 100.0% |