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Rafael Jose Benavente

INTERBOLSA INVESTMENT MANAGEMENT LLC·MIAMI, Florida
Unclaimed Profile
1200 BRICKELL AVE, SUITE 800, MIAMI, FL 33131CRD# 1901683Firm CRD# 154363
01

About

Rafael Jose Benavente is a registered financial advisor based in MIAMI, Florida, affiliated with INTERBOLSA INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INTERBOLSA INVESTMENT MANAGEMENT LLC
INTERBOLSA INVESTMENT MANAGEMENT LLC
AUM
$410M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INTERBOLSA INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1901683
Firm CRD# 154363
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rafael Jose Benavente offer?
Rafael Jose Benavente specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Rafael Jose Benavente's credentials?
Rafael Jose Benavente is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Jose Benavente located?
Rafael Jose Benavente is based in MIAMI, Florida, working with INTERBOLSA INVESTMENT MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Rafael Jose Benavente charge for services?
Rafael Jose Benavente'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 INTERBOLSA INVESTMENT MANAGEMENT LLC?
INTERBOLSA INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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