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Alfredo Gonzalez

LW INVESTMENT MANAGEMENT (USA) LLC·MIAMI, Florida
LW INVESTMENT MANAGEMENT (USA) LLC
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5849399Firm CRD# 154782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfredo Gonzalez · MIAMI, FL
Registration
CRD #5849399 · LW INVESTMENT MANAGEMENT (USA) LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Alfredo Gonzalez is a registered financial advisor based in MIAMI, Florida, affiliated with LW INVESTMENT MANAGEMENT (USA) LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WELCY CAPITAL ADVISORS LLC
WELCY CAPITAL ADVISORS LLC
AUM
$151M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WELCY CAPITAL ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 5849399
Firm CRD# 154782
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alfredo Gonzalez offer?
Alfredo Gonzalez specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Alfredo Gonzalez's credentials?
Alfredo Gonzalez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfredo Gonzalez located?
Alfredo Gonzalez is based in MIAMI, Florida, working with LW INVESTMENT MANAGEMENT (USA) LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Alfredo Gonzalez charge for services?
Alfredo Gonzalez's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LW INVESTMENT MANAGEMENT (USA) LLC?
LW INVESTMENT MANAGEMENT (USA) LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LW INVESTMENT MANAGEMENT (USA) LLC

Philip Robert Henriquez Schemel
MIAMI, FL
Carlos Zalles
MIAMI, FL
Gail Segal
MIAMI, FL
Miguel Angel Casanova
MIAMI, FL
Jaime Perez
MIAMI, FL
Nicolas Zalles
MIAMI, FL

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Research
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