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Bgv Financial Advisors USA, LLC

● SEC registered since 2023CRD 324511SEC# 801-128743Miami, FL
Export (members)
Reg. AUM
$119.1M
Employees
2
Accounts
12
Location
Miami, FL

Bgv Financial Advisors USA, LLC assets under management

Bgv Financial Advisors USA, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2023. It reports $119.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Bgv Financial Advisors USA, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bgv Securities Holdings USA, LLC ControlManaging Member / OwnerOver 75%2021
Roberto Ramon Aleman ControlChief Executive OfficerUnder 5%2021
Yailing Collazo ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Bgv Financial Advisors USA, LLC manage?

Bgv Financial Advisors USA, LLC reports $119.1 million in regulatory assets under management on its Form ADV.

How many employees does Bgv Financial Advisors USA, LLC have?

Bgv Financial Advisors USA, LLC reports 2 employees.

Where is Bgv Financial Advisors USA, LLC located?

Bgv Financial Advisors USA, LLC is based in Miami, FL and has been SEC-registered since 2023.

Does Bgv Financial Advisors USA, LLC disclose fund performance?

Bgv Financial Advisors USA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 S. Biscayne Blvd, Suite 1130, Miami, FL 33131
Phone305-615-2101
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.1M
Non-discretionary$0
Total (RAUM)$119.1M