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Juan Carlos Avila

TOROSO INVESTMENTS, LLC·NEW YORK, New York
Unclaimed Profile
623 FIFTH AVENUE, NEW YORK, NY 10022CRD# 2058210Firm CRD# 164201
01

About

Juan Carlos Avila is a registered financial advisor based in NEW YORK, New York, affiliated with TOROSO INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TIDAL INVESTMENTS LLC
TIDAL INVESTMENTS LLC
AUM
$11.3B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at TIDAL INVESTMENTS LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2058210
Firm CRD# 164201
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Carlos Avila offer?
Juan Carlos Avila specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Juan Carlos Avila's credentials?
Juan Carlos Avila is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Carlos Avila located?
Juan Carlos Avila is based in NEW YORK, New York, working with TOROSO INVESTMENTS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Juan Carlos Avila charge for services?
Juan Carlos Avila's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOROSO INVESTMENTS, LLC?
TOROSO INVESTMENTS, LLC has approximately 52 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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