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Sergio Agapito Lires Rial

CARVAL INVESTORS, LLC·MINNETONKA, Minnesota
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12700 WHITEWATER DRIVE, MINNETONKA, MN 55343-9439CRD# 4561588Firm CRD# 141819
01

About

Sergio Agapito Lires Rial is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with CARVAL INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AB CARVAL INVESTORS, LP
AB CARVAL INVESTORS, LP
AUM
$20.4B
Regulatory assets under management
Employees
205
Total firm employees
View all advisors at AB CARVAL INVESTORS, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4561588
Firm CRD# 141819
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sergio Agapito Lires Rial offer?
Sergio Agapito Lires Rial specializes in Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Sergio Agapito Lires Rial's credentials?
Sergio Agapito Lires Rial is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sergio Agapito Lires Rial located?
Sergio Agapito Lires Rial is based in MINNETONKA, Minnesota, working with CARVAL INVESTORS, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Sergio Agapito Lires Rial charge for services?
Sergio Agapito Lires Rial's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARVAL INVESTORS, LLC?
CARVAL INVESTORS, LLC has approximately 205 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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