Magda
Alvarez

Kawa Capital Management, Inc

CRD#6374188
Investment Advisor
in Hallandale, FL

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About this Advisor

Magda Alvarez is a financial advisor working in Hallandale, Florida. Alvarez currently works for Kawa Capital Management, Inc. The advisor has gained experience at Goldman Sachs & Co. LLC, Federal Reserve Bank Of Dallas, Southern Methodist University, Real World Playbook, Kawa Capital Management, Inc and Kawa Securities LLC. Alvarez has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Kawa Capital Management, Inc is a registered investment firm that has its headquarters in Hallandale, FL. It has offices in two locations and a total of 66 people on staff. It administers $3 billion in assets under management among its 71 accounts, placing it among the largest firms in the United States by assets under management. Of its 71 accounts, 24% are held by high-net-worth investors who have at least $1 million in investable assets. Kawa Capital Management, Inc has a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Kawa Capital Management, Inc can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1010 South Federal Highway Suite 2900
Hallandale, FL 33009

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Kawa Capital Management, Inc Brokerage Details

Total Assets Under Management

$2,482,285,101

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

66

FL Average: 62
Total Number of Accounts

71

FL Average: 2,474
Average Account Size

$34,961,762

FL Average: $750,025

Investment Advisory Services

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

Magda Alvarez Work History

Magda has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Kawa Capital Management, Inc

2020 - 2022 (2 years)

Kawa Securities LLC

2019 - 2019 (< 1 year)

Real World Playbook

2014 - 2019 (5 years)

Goldman Sachs & Co. LLC

2012 - 2014 (2 years)

Federal Reserve Bank Of Dallas

2011 - 2014 (3 years)

Southern Methodist University

*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 Magda Alvarez 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 Kawa Capital Management, Inc

Tyler Claus
Hallandale, FL
Carly Williams
Hallandale, FL
Raquel Shoshani
Hallandale, FL
Magda Alvarez
Hallandale, FL
Daniel Amer
Hallandale, FL
Luciano Lautenberg
Hallandale, FL
Cristina Baldim
Hallandale, FL
Katherine Handley
Hallandale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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