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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2001
- Office Locations
- 1
Office Locations
About VSI Securities, Inc.
Miami-based VSI Securities provides personalized investment guidance and portfolio construction for a select retail and institutional client base. The firm offers access to a range of financial products, with portfolios that include ETFs alongside other securities. Clients receive regular reporting via monthly statements and investment reports plus direct, face-to-face service, and the firm custodies with Pershing.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
ALVARO JOSE FRIAS
Chief Executive Officer, President, Secretary
- CRD
- #4496884
- Ownership
- Less than 5%
RICARDO GIMON ESTRADA
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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German Armando Garcia
--
- CRD
- #8151391
MANUEL GOMEZ
Advisor
- CRD
- #5728613
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,544,024 | -- |
| Total | $28,544,024 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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