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Alfredo Jorge Yanes

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfredo Jorge Yanes · PLANTATION, FL
Registration
CRD #2517311 · ACTITRUST WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at ACTITRUST WEALTH MANAGEMENT LLC

Alejandro Yanes
PLANTATION, FL

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