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Rafael Maria Iribarren

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida
Clean recordBIGSUR WEALTH MANAGEMENT, LLC
1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4171908Firm CRD# 146511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rafael Maria Iribarren · MIAMI, FL
Registration
CRD #4171908 · BIGSUR WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rafael Maria Iribarren is a registered financial advisor based in MIAMI, Florida, affiliated with BIGSUR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
BIGSUR WEALTH MANAGEMENT, LLC
BIGSUR PARTNERS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: % ASSETS UNDER CONSULTATION & REPORTING FEES
Regulatory
SEC/IARD CRD# 4171908
Firm CRD# 146511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rafael Maria Iribarren offer?
Rafael Maria Iribarren specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Rafael Maria Iribarren's credentials?
Rafael Maria Iribarren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Maria Iribarren located?
Rafael Maria Iribarren is based in MIAMI, Florida, working with BIGSUR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Rafael Maria Iribarren charge for services?
Rafael Maria Iribarren's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIGSUR WEALTH MANAGEMENT, LLC?
BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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