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Hachiko Financial USA Corp.

Hachiko Financial USA Corp.. CRD 299816

Hachiko Financial USA Corp. logo

CRD: 299816

Hachiko Financial USA Corp.

$62.4M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Established Date
08-01-2016
Office Locations
2

Office Locations

1200 Ponce DE Leon STE 905 Coral Gables FL
150 SE 2ND AVE PH2 Miami FL

About Hachiko Financial USA Corp.

Hachiko Financial USA Corp. is a Miami-area wealth management and advisory firm serving high net worth and ultra-high net worth individuals, including international investors (Europe/E. Europe, Middle East and Africa). The team provides customized portfolio management and portfolio optimization, with allocations that can include ETFs and public funds. It also offers guidance for buyers and sellers of rare art collections.

Reported data analysis

What the numbers show

Of the latest reported AUM, 22.6% is discretionary and 77.4% is non-discretionary.

The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $1.8M in reported AUM per client.

The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$62.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Custodian
  • Industry Interests
  • Services
  • Technology

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Owner & Executives

M

Michele Delco

Chief Compliance Officer, President

CRD
--
Ownership
75% or more

Showing 1 of 1 owners & executives

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Contacts

I

Isabella Vila Carrillo

Principal

CRD
#7153308

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $14,098,592 --
Non-Discretionary $48,291,275 --
Total $62,389,867 --

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Separately Managed Accounts

SMA allocation detail is available

Hachiko Financial USA Corp. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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