Overview
Assets Under Management: $105 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 26
Average Client Assets: $2.1 million
Frequently Asked Questions
ITAU INTERNATIONAL SECURITIES INC. 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 #144769), ITAU INTERNATIONAL SECURITIES INC. is subject to fiduciary duty under federal law.
ITAU INTERNATIONAL SECURITIES INC. is headquartered in MIAMI, FL.
ITAU INTERNATIONAL SECURITIES INC. serves 26 high-net-worth clients according to their SEC filing dated November 02, 2018. View client details ↓
According to their SEC Form ADV, ITAU INTERNATIONAL SECURITIES INC. offers portfolio management for individuals. View all service details ↓
ITAU INTERNATIONAL SECURITIES INC. manages $105 million in client assets according to their SEC filing dated November 02, 2018.
According to their SEC Form ADV, ITAU INTERNATIONAL SECURITIES INC. 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: 51.11%
Average Client Assets: $2.1 million
Total Client Accounts: 30
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 144769
Filing ID: 1249458
Last Filing Date: 2018-11-02 11:07:00