I
CRD: 144769
Itau International Securities Inc.
Miami, FL, 33131
3054167813
$48.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
33 Employees
34 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Goldman Sachs · Merrill Lynch · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2008
- Office Locations
- 2
Office Locations
200 S. Biscayne Blvd. Suite 2200 Miami FL
-- Miami FL
About Itau International Securities Inc.
Itau International Securities Inc. is a Miami-based RIA with 2 offices. The firm has been operating for 18 years. Managing $48.0M in total assets under management, with 3 advisory representatives. They custody assets with Goldman Sachs and Merrill Lynch. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
39 AVG AGE
$16.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.2 yrs AVG TENURE
33 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Horizon Unison Focus foundation Timber insight Peak insight
Client Personas
Harbor
Investment Themes
Horizon Vertex
Investment Vehicles
Peak
Services
Horizon vector Catalyst alpha Frontier oak Matrix Ridge unison
Owner & Executives
M
marcelo aagesen
Managing Director
- CRD
- #6905674
- Ownership
- Less than 5%
(951) 732-9279
signal.timber@foundationcapital.com
in linkedin.com/in/signal-prime
A
ALEXANDER BALTOVSKI
--
- CRD
- #2350828
- Ownership
- Less than 5%
(384) 862-8676
insight.wave@timbercapital.com
in linkedin.com/in/zenith-wave
B
Bridge beacon
Legacy optima vector
- CRD
- #53555
- Ownership
- 35.9%
(605) 473-8688
insight.oak@capitalcapital.com
in linkedin.com/in/legacy-signal
Showing 2 of 11 owners & executives
Unlock allContacts
O
Oswaldo Daniel Abreu
--
- CRD
- #4532747
(226) 537-5124
wave.eagle@elementcapital.com
in linkedin.com/in/fusion-ember
J
JOSE LUIZ ACAR PEDRO FILHO
--
- CRD
- #6204682
(309) 497-6607
meridian.delta@atlascapital.com
in linkedin.com/in/atlas-bridge
N
North prime
Crest atlas peak
- CRD
- #13726
(665) 749-4222
glacier.timber@harborcapital.com
in linkedin.com/in/eagle-north
Showing 2 of 77 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,024,496 | $2,090,108 |
| Total | $48,024,496 | $2,090,108 |
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Separately Managed Accounts
Total SMA Asset: $48,024,496
Equity - Exchange:
27.9% Cash:
9.2% Corporate - Investment Grade:
10.6% U.S. Government/Agency:
14.6% Corporate - Non-Investment Grade:
13.6% Private Funds:
7.3% Public Funds:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,803,624,366 | 27.9% |
| Cash | $594,743,519 | 9.2% |
| Corporate - Investment Grade | $685,247,967 | 10.6% |
| U.S. Government/Agency | $943,832,106 | 14.6% |
| Corporate - Non-Investment Grade | $879,186,071 | 13.6% |
| Private Funds | $471,916,053 | 7.3% |
| Public Funds | $1,086,053,381 | 16.8% |
| Total | $6,464,603,463 | 100.0% |