Michael
Bixon

Aliya Capital Partners LLC

CRD#7555531
Investment Advisor
in Miami, FL

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About this Advisor

Michael Bixon is a financial advisor who works in Miami, Florida who has 1 year of relevant experience. Bixon is an employee of Aliya Capital Partners LLC. Their career trajectory has included roles at Aliya Capital Partners LLC, Idoru Trading Corp, Stonecourt Capital Lp, Spinecare Institute Of Miami Beach, Yeshiva University and Attending Middle School/High School. Bixon has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Florida. Aliya Capital Partners LLC is a financial advisory business based in Miami, FL. It oversees $931 million in assets under management between its 100 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 100 accounts, 78% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely are based on which services are offered. However, fee types billed by Aliya Capital Partners LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1450 Brickell Ave Suite 2600
Miami, FL 33131

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Aliya Capital Partners LLC Brokerage Details

Total Assets Under Management

$930,714,441

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

17

FL Average: 62
Total Number of Accounts

100

FL Average: 2,474
Average Account Size

$9,307,144

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Michael Bixon Work History

Michael has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Aliya Capital Partners LLC

2020 - 2020 (< 1 year)

Idoru Trading Corp

2019 - 2019 (< 1 year)

Stonecourt Capital Lp

2018 - 2018 (< 1 year)

Spinecare Institute Of Miami Beach

2018 - 2021 (3 years)

Yeshiva University

2012 - 2018 (6 years)

Attending Middle School/High School

*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 Michael Bixon 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 Aliya Capital Partners LLC

Nickolas Abrarpour
Miami, FL
Michael Bixon
Miami, FL
Max Del Giglio
Miami, FL
Antonio Filpo
Miami, FL
Guilherme Medrano
Hubbardston,
Carlos Angel
Miami, FL
Ross Kestin
Miami, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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