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Emeris Del Valle Lucas

AMERANT INVESTMENTS, INC.·CORAL GABLES, Florida
Unclaimed Profile
220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 5193416Firm CRD# 117284
01

About

Emeris Del Valle Lucas 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5193416
Firm CRD# 117284
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Emeris Del Valle Lucas offer?
Emeris Del Valle Lucas specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Emeris Del Valle Lucas's credentials?
Emeris Del Valle Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emeris Del Valle Lucas located?
Emeris Del Valle Lucas 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 Emeris Del Valle Lucas charge for services?
Emeris Del Valle Lucas'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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Other Advisors at AMERANT INVESTMENTS, INC.

Andres Jose Garganta
CORAL GABLES, FL
Gerald P. Plush
CORAL GABLES, FL
Howard A Levine
CORAL GABLES, FL
Miguel Alberto Gras
CORAL GABLES, FL
Sergio Emiliano Mr. Guerrero
CORAL GABLES, FL
Sharymar Egllee Calderon Yepez
CORAL GABLES, FL

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Research
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