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Juan Pablo Mata

APEX INVESTMENTS MANAGEMENT US, LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 7609233Firm CRD# 322874
01

About

Juan Pablo 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# 7609233
Firm CRD# 322874
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Pablo Mata offer?
Juan Pablo Mata specializes in Retirement Planning. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Juan Pablo Mata's credentials?
Juan Pablo Mata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Pablo Mata located?
Juan Pablo 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 Juan Pablo Mata charge for services?
Juan Pablo 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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Spencer Cecola — ROO CAPITAL MANAGEMENT I, LLCJose Guillermo Mata — APEX INVESTMENTS MANAGEMENT US, LLCFrancis Charles Armstrong — MANAGED ACCOUNT SERVICES INCNova Madueno Bailon — EKANTA WEALTH ADVISORS LLCRobert Joseph Gordon — MANAGED ACCOUNT SERVICES INC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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