S
$4.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2023
- Office Locations
- 1
Office Locations
-- Santiago --
About Steerson Advisors
Steerson Advisors is a Santiago-based retail advisory firm providing portfolio construction, asset allocation and investment management, with insurance planning capabilities. Its SMA allocation skews to cash and fixed income (including non-investment-grade corporates) with some ETF exposure. Custody includes Interactive Brokers and Morgan Stanley.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$708.3K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
Available
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Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
R
Rafael Cuchacovich
Financial Advisor
- CRD
- #7791762
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,250,062 | -- |
| Total | $4,250,062 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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