Claim Profile
JB

Juan Ball

GUGGENHEIM PARTNERS LATIN AMERICA, INC.·MIAMI, Florida
Unclaimed Profile
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2048092Firm CRD# 152104
01

About

Juan Ball is a registered financial advisor based in MIAMI, Florida, affiliated with GUGGENHEIM PARTNERS LATIN AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALVARIUM INVESTMENT ADVISORS (US), INC.
AUM
$840M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2048092
Firm CRD# 152104
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Juan Ball offer?
Juan Ball specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Juan Ball's credentials?
Juan Ball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Ball located?
Juan Ball is based in MIAMI, Florida, working with GUGGENHEIM PARTNERS LATIN AMERICA, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Juan Ball charge for services?
Juan Ball'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 GUGGENHEIM PARTNERS LATIN AMERICA, INC.?
GUGGENHEIM PARTNERS LATIN AMERICA, INC. has approximately 4 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty