Alberto
Batista
In On Capital
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About this Advisor
Alberto Batista is a financial advisor working in Miami, Florida with a total of 5 years of relevant experience. Batista is an advisor for In On Capital. Throughout their career, they have worked at Activa Capital Group LLC, Harbor Ithaca Wealth Management, Lw Investment Management (Usa) LLC, International Compliance Solutions LLC, Face Capital Advisors LLC and In On Capital Advisors LLC. Batista maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. In On Capital is an advisory business operating out of Miami, FL. It has a total of 16 employees. It oversees $329 million in assets among its 50 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 50 client accounts, 100% are associated with high-net-worth clients who have at least $1 million in investable assets. In On Capital provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely are based on the type of financial services offered. However, fees billed by In On Capital most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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In On Capital Brokerage Details
$329,446,788
16
50
$6,588,936
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Alberto Batista Work History
Alberto has been registered as a financial advisor for 5 years.*
Activa Capital Group LLC
In On Capital Advisors LLC
International Compliance Solutions LLC
Face Capital Advisors LLC
Harbor Ithaca Wealth Management
Lw Investment Management (Usa) LLC
*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 Alberto Batista 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 In On Capital
Miami, FL
Panama,
Panama,
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