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James Nmn Giraldo

OCTOGONE NA, LLC·MIAMI, Florida
Clean recordOCTOGONE NA, LLC
1395 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7891071Firm CRD# 322478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Nmn Giraldo · MIAMI, FL
Registration
CRD #7891071 · OCTOGONE NA, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Nmn Giraldo is a registered financial advisor based in MIAMI, Florida, affiliated with OCTOGONE NA, 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
OCTOGONE NA, LLC
OCTOGONE NA
AUM
$379M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OCTOGONE NA, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7891071
Firm CRD# 322478
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Nmn Giraldo offer?
James Nmn Giraldo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are James Nmn Giraldo's credentials?
James Nmn Giraldo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Nmn Giraldo located?
James Nmn Giraldo is based in MIAMI, Florida, working with OCTOGONE NA, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does James Nmn Giraldo charge for services?
James Nmn Giraldo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCTOGONE NA, LLC?
OCTOGONE NA, LLC has approximately 9 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christian Michelsen Herman
MIAMI, FL

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