Ivan
Dolz De Espejo
Andbanc Advisory LLC
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About this Advisor
Ivan Dolz De Espejo is a financial advisor based in Miami, Florida, working with Andbanc Advisory LLC. Ivan has previously held positions at Andbanc Wealth Management, Gbs Finanzas Investcapital, and Gbs Finance. Ivan has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Ivan is part of Andbanc Advisory LLC, which operates out of Miami, Florida. The firm has 10 employees and manages assets totaling $855.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Andbanc Advisory LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Andbanc Advisory LLC Brokerage Details
$855,064,993
10
441
$1,938,923
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ivan Dolz De Espejo Work History
Andbanc Wealth Management
Gbs Finanzas Investcapital
Gbs Finance
Disclosures
Please visit the SEC profile of Ivan Dolz De Espejo 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 Andbanc Advisory LLC
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 6/19/2024. 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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