Investment adviser · CRD 311609
PUENTE ASESORAMIENTO DE INVERSIONES, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jun 20, 2023
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
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: Jun 20, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
801 BRICKELL AVENUE, SUITE 2010MIAMI, FL, 33131, United States
CRD 311609
Filing source
Form ADV 1770314 · Jun 20, 2023 · 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.