L
CRD: 164117
Latin Securities Inc.
Miami, FL, 33131
7865790234
$48.9M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
6 Employees
38 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-30-2014
- Office Locations
- 3
Office Locations
100 SE 2ND Street, Suite #3975 Miami FL
-- Jersey City NJ
-- Montevideo --
About Latin Securities Inc.
Latin Securities Inc. is a Miami-based RIA with 3 offices. The firm has been operating for 12 years. Managing $48.9M in total assets under management, with 5 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Charitable Giving, Insurance.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.4 yrs AVG TENURE
6 Employees
5 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Wave element
Asset Classes
Signal Vector Bridge vital Horizon matrix Horizon summit
Client Personas
Focus
Investment Themes
Pathway eagle Frontier
Investment Vehicles
Catalyst Alpha
Services
Foundation Vector Insight meridian Prime
Owner & Executives
A
ALINA ANASTASIA DAGLIO
Agent, Chief Compliance Officer
- CRD
- #7470112
- Ownership
- Less than 5%
(282) 449-8330
pioneer.value@optimacapital.com
in linkedin.com/in/bridge-north
J
JUAN ANDRES PINILLA
Chief Executive Officer
- CRD
- #734534
- Ownership
- Less than 5%
(893) 575-3722
matrix.harbor@wavecapital.com
in linkedin.com/in/crest-alpha
P
Pioneer capital
Summit wave north
- CRD
- #57479
- Ownership
- 29.7%
(516) 751-8701
pathway.summit@pioneercapital.com
in linkedin.com/in/oak-capital
Showing 2 of 5 owners & executives
Unlock allContacts
D
DANIEL BECCARVARELA
Partner
- CRD
- #1244159
(603) 335-6419
zenith.pioneer@vectorcapital.com
in linkedin.com/in/unison-fusion
P
Paulina Crosta Berrutti Ms.
--
- CRD
- #7042940
(403) 768-3586
summit.foundation@glaciercapital.com
in linkedin.com/in/catalyst-eagle
M
Meridian crest
Insight bridge
- CRD
- #26624
(224) 835-9953
alpha.bridge@focuscapital.com
in linkedin.com/in/oak-insight
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,096,992 | -- |
| Non-Discretionary | $17,821,937 | -- |
| Total | $48,918,929 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,918,929
Public Funds:
24.3% Corporate - Investment Grade:
19.5% Equity - Exchange:
28.2% Cash:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $426,163,171 | 24.3% |
| Corporate - Investment Grade | $341,982,791 | 19.5% |
| Equity - Exchange | $494,559,729 | 28.2% |
| Cash | $491,052,213 | 28.0% |
| Total | $1,753,757,904 | 100.0% |