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Alejandro Yanes

ACTITRUST WEALTH MANAGEMENT LLC·PLANTATION, Florida
Unclaimed Profile
300 S. PINE ISLAND RD., PLANTATION, FL 33324CRD# 6692583Firm CRD# 284827
01

About

Alejandro Yanes is a registered financial advisor based in PLANTATION, Florida, affiliated with ACTITRUST WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACTITRUST WEALTH MANAGEMENT LLC
ACTITRUST WEALTH MANAGEMENT LLC
AUM
$120M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ACTITRUST WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6692583
Firm CRD# 284827
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alejandro Yanes offer?
Alejandro Yanes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.
What are Alejandro Yanes's credentials?
Alejandro Yanes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alejandro Yanes located?
Alejandro Yanes is based in PLANTATION, Florida, working with ACTITRUST WEALTH MANAGEMENT LLC. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Alejandro Yanes charge for services?
Alejandro Yanes'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 ACTITRUST WEALTH MANAGEMENT LLC?
ACTITRUST WEALTH MANAGEMENT LLC has approximately 5 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANTATION
Allen Page Giese — NORTHSTAR FINANCIAL PLANNERS, INC.Steve Lee Tepper — NORTHSTAR FINANCIAL PLANNERS, INC.Todd Michael Battaglia — MEG GREEN & ASSOCIATES, INC.Mallory Curian Mangrum — MEG GREEN & ASSOCIATES, INC.James Sean O'halloran — MEG GREEN & ASSOCIATES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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