Overview
Assets Under Management: $695 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 186
Discretionary Accounts: 108
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 290081
Last Filing Date: 2024-07-18 00:00:00
Website: https://credicorpcapital.com