Laura
Poveda Gelvez

Aragon Capital LLC

CRD#7520690
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Laura Poveda Gelvez is a financial advisor based in Fort Lauderdale, Florida, working with Aragon Capital LLC. Laura has previously held positions at Skandia Colombia, Pristine Capital Group, and Aragon Capital LLC. Laura has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Laura is part of Aragon Capital LLC, which operates out of Fort Lauderdale, Florida. The firm has 13 employees and manages assets totaling $209.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Aragon Capital LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

101 Ne 3Rd Ave Suite 1500
Fort Lauderdale, FL 33301

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Aragon Capital LLC Brokerage Details

Total Assets Under Management

$209,913,109

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

924

FL Average: 2,474
Average Account Size

$227,179

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Laura Poveda Gelvez Work History

2022 - Present (2 years)

Aragon Capital LLC

2016 - Present (8 years)

Pristine Capital Group

2012 - 2016 (4 years)

Skandia Colombia

Disclosures

Please visit the SEC profile of Laura Poveda Gelvez 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 Aragon Capital LLC

Maria Delgado
Fort Lauderdale, FL
Christian Sotomayor
Fort Lauderdale, FL
Ricardo Nieto
Fort Lauderdale, FL
Edgardo Castro
Fort Lauderdale, FL
Roberto Rodriguez-Werner
Fort Lauderdale, FL
Raul Benitez
Fort Lauderdale, FL
Karibay Almedo
Fort Lauderdale, FL
Laura Poveda Gelvez
Fort Lauderdale, 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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