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Jose Guillermo Mata

APEX INVESTMENTS MANAGEMENT US, LLC·COCONUT GROVE, Florida
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2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 7609229Firm CRD# 322874
01

About

Jose Guillermo Mata is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with APEX INVESTMENTS MANAGEMENT US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
APEX INVESTMENTS MANAGEMENT US, LLC
APEX INVESTMENTS MANAGEMENT US, LLC
AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at APEX INVESTMENTS MANAGEMENT US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7609229
Firm CRD# 322874
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jose Guillermo Mata offer?
Jose Guillermo Mata specializes in Retirement Planning. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Jose Guillermo Mata's credentials?
Jose Guillermo Mata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Guillermo Mata located?
Jose Guillermo Mata is based in COCONUT GROVE, Florida, working with APEX INVESTMENTS MANAGEMENT US, LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Jose Guillermo Mata charge for services?
Jose Guillermo Mata's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX INVESTMENTS MANAGEMENT US, LLC?
APEX INVESTMENTS MANAGEMENT US, LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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