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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2012
- Office Locations
- 2
Office Locations
About Numa
Numa Americas Corp. is a Miami-based registered investment advisor providing portfolio management, investment advice, and financial planning for retail clients, including families, worldwide. The firm blends quantitative research with machine-learning/AI tools to build risk-aligned, goal-based strategies, often implemented through ETFs and monitored with regular reporting. Custody includes Interactive Brokers and J.P. Morgan.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAFAEL IGNACIO ZAMORA LEON
Chief Executive Officer
- CRD
- #6102857
- Ownership
- 75% or more
gisella ivet quezada alvarado
Administrative
- CRD
- #7118151
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,773,356 | $816,597 |
| Non-Discretionary | $75,934,204 | $1,460,273 |
| Total | $192,707,560 | $988,244 |
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Separately Managed Accounts
Total SMA Asset: $192,707,560
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $607,806,151 | 15.2% |
| Cash | $1,031,670,967 | 25.8% |
| Corporate - Investment Grade | $1,251,600,824 | 31.3% |
| Corporate - Non-Investment Grade | $711,772,993 | 17.8% |
| Other | $395,873,743 | 9.9% |
| Total | $3,998,724,678 | 100.0% |