$62.4M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
-- AVG AGE
$62.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
M
Michele Delco
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
I
Isabella Vila Carrillo
--
- CRD
- #7153308
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets 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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing