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Alfonso Figueredo

AMERANT INVESTMENTS, INC.·CORAL GABLES, Florida
AMERANT INVESTMENTS, INC.
220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 6998183Firm CRD# 117284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfonso Figueredo · CORAL GABLES, FL
Registration
CRD #6998183 · AMERANT INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Alfonso Figueredo is a registered financial advisor based in CORAL GABLES, Florida, affiliated with AMERANT INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC.
AUM
$633M
Regulatory assets under management
Employees
31
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6998183
Firm CRD# 117284
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alfonso Figueredo offer?
Alfonso Figueredo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Alfonso Figueredo's credentials?
Alfonso Figueredo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfonso Figueredo located?
Alfonso Figueredo is based in CORAL GABLES, Florida, working with AMERANT INVESTMENTS, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Alfonso Figueredo charge for services?
Alfonso Figueredo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERANT INVESTMENTS, INC.?
AMERANT INVESTMENTS, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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