F
CRD: 324452
Fintelect AM, LLC
Miami Beach, FL
9178179098
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2023
- Office Locations
- 1
Office Locations
-- Miami Beach FL
About Fintelect AM, LLC
Fintelect AM, LLC is a Miami Beach-based RIA. The firm has been operating for 3 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$103.1K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber
Investment Themes
Vertex prime
Investment Vehicles
Radial
Services
Alpha harbor
Owner & Executives
EDWARD DUBINSKI
Chief Compliance Officer, Managing Member
- CRD
- #4225221
- Ownership
- 75% or more
(602) 747-3717
value.insight@optimacapital.com
in linkedin.com/in/unison-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,420,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,420,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,420,000
Equity - Exchange:
34.0% Sovereign Bonds:
14.6% Cash:
29.3% Corporate - Investment Grade:
8.4% Corporate - Non-Investment Grade:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,380,342,593 | 34.0% |
| Sovereign Bonds | $592,735,349 | 14.6% |
| Cash | $1,189,530,529 | 29.3% |
| Corporate - Investment Grade | $341,025,817 | 8.4% |
| Corporate - Non-Investment Grade | $556,196,868 | 13.7% |
| Total | $4,059,831,156 | 100.0% |