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Kosta P Velis

GUGGENHEIM PARTNERS LATIN AMERICA, INC.·MIAMI, Florida
CFPSeries 23Series 10Series 9Series 3Series 7Series 65Series 63SIE
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1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2506731Firm CRD# 152104
01

About

Kosta P Velis 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
View all advisors at ALVARIUM INVESTMENT ADVISORS (US), INC. →
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# 2506731
Firm CRD# 152104
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kosta P Velis offer?
Kosta P Velis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Kosta P Velis's credentials?
Kosta P Velis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kosta P Velis located?
Kosta P Velis 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 Kosta P Velis charge for services?
Kosta P Velis'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.
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