Investment adviser · CRD 115624
LAFISE SECURITIES CORPORATION
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Apr 23, 2024
- Regulatory AUM
- $736M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $688,981,930 | 93.6% |
| Insurance companies | Fewer than 5 | $47,036,703 | 6.4% |
Filing source
Form ADV 1868781 · Apr 23, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2340 S DIXIE HIGHWAYMIAMI, FL, 33133, United States
CRD 115624
Filing source
Form ADV 1868781 · Apr 23, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.