Alejandro
Yanes
Actitrust Wealth Management LLC
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About this Advisor
Alejandro Yanes is a financial advisor based in Fort Lauderdale, Florida, working with Actitrust Wealth Management LLC. Alejandro has previously held positions at Actitrust Wealth Management LLC, Gts & Asociados, and Actiadvisors Corp. Alejandro has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alejandro is part of Actitrust Wealth Management LLC, which operates out of Fort Lauderdale, Florida. The firm has 5 employees and manages assets totaling $119.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Actitrust Wealth Management LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Actitrust Wealth Management LLC Brokerage Details
$119,778,832
5
198
$604,944
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alejandro Yanes Work History
Actiadvisors Corp
Actitrust Wealth Management LLC
Gts & Asociados
Disclosures
Please visit the SEC profile of Alejandro Yanes 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 Actitrust Wealth Management LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Panama City,
Austin, TX
Fort Lauderdale, FL
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