Overview
Assets Under Management: $160 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 26
Average Client Assets: $1.9 million
Frequently Asked Questions
INVERSIONES SURA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318065), INVERSIONES SURA is subject to fiduciary duty under federal law.
INVERSIONES SURA is headquartered in MIAMI, FL.
INVERSIONES SURA serves 26 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, INVERSIONES SURA offers portfolio management for individuals. View all service details ↓
INVERSIONES SURA manages $160 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, INVERSIONES SURA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.51%
Average Client Assets: $1.9 million
Total Client Accounts: 442
Discretionary Accounts: 324
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 318065
Filing ID: 2075233
Last Filing Date: 2026-03-20 08:16:36