Finaccess Advisors, LLC is a large advisory firm based in Miami. It manages $4.19 billion of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Finaccess Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and wealth mgmt services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Finaccess Advisors, LLC is $4.19 billion. The firm's AUM has grown by 4220% since the beginning of its operation, and $4.08 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Finaccess Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Finaccess Advisors is pooled investment vehicles with 12 clients and $3.18 billion of assets under management. Among the 13 most similar advisory firms, Finaccess Advisors has the 7th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.19 billion for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.
Finaccess Advisors doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Natalio Gabriel Tolchinsky has served as the Chief Investment Officer since 1 Dec 2009 and Javier Lopez Casado is the Chief Executive Officer of Finaccess Advisors, LLC family office. Carlos Fernandez Gonzalez joined the executive team most recently as the Owner.
The principal office where Finaccess Advisors, LLC performs its advisory services is located at 1111 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305.377.1112 or by fax 305.675.7784. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.