N
CRD: 326911
Networth Capital
Mexico City, 11300
+525515008812
$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
2 Employees
220 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
Av. Marina Nacional 385 Mexico City --
About Networth Capital
Networth Capital is a Mexico City-based RIA. The firm has been operating for 6 years. Managing $14.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$65.3K AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Services
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Owner & Executives
R
Ricardo Miguel Chavero Moya
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(298) 810-2795
harbor.glacier@eaglecapital.com
in linkedin.com/in/vital-prime
G
GERARDO OCTAVIO SOTO REYES
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
(530) 449-9730
matrix.zenith@eaglecapital.com
in linkedin.com/in/alpha-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,360,000 | $65,273 |
| Non-Discretionary | $0 | -- |
| Total | $14,360,000 | $65,273 |
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Separately Managed Accounts
Total SMA Asset: $14,360,000
Equity - Exchange:
37.2% U.S. Government/Agency:
32.8% Cash:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,177,292,366 | 37.2% |
| U.S. Government/Agency | $2,801,483,591 | 32.8% |
| Cash | $2,562,332,553 | 30.0% |
| Total | $8,541,108,510 | 100.0% |