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Walter Jose Alves

AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, Florida
Series 26Series 79Series 3Series 7Series 6Series 65Series 63SIELicensed in 2 states
Unclaimed Profile
1450 BRICKELL AVE, MIAMI, FL 33131CRD# 2784279Firm CRD# 281973
01

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.

02

Focus Areas

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

Firm Overview

Firm
AZ APICE CAPITAL MANAGEMENT LLC
AZ APICE CAPITAL MANAGEMENT LLC
AUM
$345M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2784279
Firm CRD# 281973
No disclosures on file
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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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