AdvisorOS Directory
Claim Profile
AY

Alfredo Jorge Yanes

ACTITRUST WEALTH MANAGEMENT LLC·PLANTATION, Florida
Unclaimed Profile
300 S. PINE ISLAND RD., PLANTATION, FL 33324CRD# 2517311Firm CRD# 284827
01

About

Alfredo Jorge 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# 2517311
Firm CRD# 284827
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANTATION?

Browse all registered financial advisors in PLANTATION, Florida or claim this profile if it's yours.

Browse PLANTATION AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alfredo Jorge Yanes offer?
Alfredo Jorge Yanes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.
What are Alfredo Jorge Yanes's credentials?
Alfredo Jorge Yanes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfredo Jorge Yanes located?
Alfredo Jorge 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 Alfredo Jorge Yanes charge for services?
Alfredo Jorge 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile