Erik
Halvorssen Villegas
Klosters Capital
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About this Advisor
Erik Halvorssen Villegas is a financial advisor based out of Miami, Florida who has 4 years of relevant experience. Halvorssen Villegas is an employee of Klosters Capital. During their career, Halvorssen Villegas has held roles at Lowenhaupt Global Advisors, LLC, Cgis Advisors LLC, Harbor Ithaka Wm, LLC and Klosters Capital LLC. Halvorssen Villegas maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Klosters Capital is a firm that has its headquarters in Miami, FL. It oversees $363 million in assets under management among its 52 customer accounts, placing it among the larger firms in the country by assets under management. Of its 52 client accounts, 69% are held by high-net-worth clients who have at least $1 million in investable assets. Klosters Capital offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Klosters Capital can be comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Klosters Capital Brokerage Details
$362,975,065
5
52
$6,980,290
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Erik Halvorssen Villegas Work History
Erik has been registered as a financial advisor for 4 years.*
Klosters Capital LLC
Harbor Ithaka Wm, LLC
Cgis Advisors LLC
Lowenhaupt Global Advisors, 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 Erik Halvorssen Villegas 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 Klosters Capital
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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