Adrian
Leon
Alvarium Investment Advisors (Us), Inc
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About this Advisor
Adrian Leon is a financial advisor who works in Miami, Florida, with a total of 9 years of industry experience. Leon is an employee of Alvarium Investment Advisors (Us), Inc. Throughout their career, Leon has worked at Guggenheim Partners Latin America, Inc, Bryant University and Alvarium Investment Managers (Us), LLC. Leon maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida. Alvarium Investment Advisors (Us), Inc is an advisory company based in Miami, FL. It controls $966 million in assets under management among its 54 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 54 client accounts, 98% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on the services provided. However, fees charged by Alvarium Investment Advisors (Us), Inc can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alvarium Investment Advisors (Us), Inc Brokerage Details
$965,636,451
26
54
$17,882,156
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adrian Leon Work History
Adrian has been registered as a financial advisor for 9 years.*
Guggenheim Partners Latin America, Inc
Alvarium Investment Managers (Us), LLC
Guggenheim Partners Latin America, Inc
Bryant University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrian Leon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alvarium Investment Advisors (Us), Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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