This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2013
- Office Locations
- 2
Office Locations
About Iadvise Partners
iAdvise Partners is a New York-based SEC-registered RIA (iAdvise Partners LLC) under common ownership with a CNMV-registered adviser in Spain, supporting coordinated cross-border planning. The firm provides financial and estate planning, insurance, and portfolio construction with family-office style wealth structuring, reporting/aggregation, and coordination with financial institutions. Investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income; works with entrepreneur clients and custody via J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VICTOR MANUEL GIL
Chief Executive Officer, President
- CRD
- #3081913
- Ownership
- Less than 5%
CARMEN PENARANDA
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
AUSTIN CAGLEY
--
- CRD
- #6358701
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,467,469 | $5,889,608 |
| Non-Discretionary | $35,983,330 | $7,196,666 |
| Total | $224,450,799 | $6,066,238 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing