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$129.4M Total AUM
$72.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
5 yrs Firm Age
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- Custodian
- BNY Mellon · JP Morgan · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2021
- Office Locations
- 1
Office Locations
-- KEY Biscayne FL
About Trust Beyond Corp
Trust Beyond Corp is a KEY Biscayne-based RIA. The firm has been operating for 5 years. Managing $129.4M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and JP Morgan.
Team overview
-- AVG AGE
$129.4M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
V
VICTOR HUGO SOTO ANSELMI
Chief Compliance Officer, President
- CRD
- #4992602
- Ownership
- 75% or more
Available
Available
Available
M
MARIA VERONICA ANDUAGA SALINAS
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,207,878 | $12,034,646 |
| Non-Discretionary | $57,176,420 | $2,382,351 |
| Total | $129,384,298 | $4,312,810 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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