Unclaimed Profile

Walter Jose Alves

AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, Florida

Series 26, Series 79, Series 3, Series 7, Series 6, Series 65, Series 63Clean recordAZ APICE CAPITAL MANAGEMENT LLC

1450 BRICKELL AVE, MIAMI, FL 33131CRD# 2784279Firm CRD# 281973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter Jose Alves · MIAMI, FL

Registration

CRD #2784279 · AZ APICE CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Walter Jose Alves is a registered financial advisor based in MIAMI, Florida, affiliated with AZ APICE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AZ APICE CAPITAL MANAGEMENT LLC

AUM

$345M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AZ APICE CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2784279

Firm CRD# 281973

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Jose Alves offer?

Walter Jose Alves specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Walter Jose Alves's credentials?

Walter Jose Alves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Jose Alves located?

Walter Jose Alves is based in MIAMI, Florida, working with AZ APICE CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Walter Jose Alves charge for services?

Walter Jose Alves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AZ APICE CAPITAL MANAGEMENT LLC?

AZ APICE CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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