ALVARIUM INVESTMENT ADVISORS (US), INC.

MIAMI, Florida·4 registered advisors·CRD# 152104
SEC# 801-708090305.373.8033
01

Firm Overview

AUM
$840M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALVARIUM INVESTMENT ADVISORS (US), INC.

4 registered advisors
Jamie Ivan Grossman
MIAMI, Florida
Juan Ball
MIAMI, Florida
Kosta P Velis
MIAMI, Florida
CFP
Ricardo Cayetano De La Serna
MIAMI, Florida
05

Office Locations

MIAMI, Florida
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ALVARIUM INVESTMENT ADVISORS (US), INC. (CRD# 152104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.