Nicolas
Perez-Cotapos
Compass Group Investments Solutions LLC
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About this Advisor
Nicolas Perez-Cotapos is a financial advisor based in Miami, Florida, working with Compass Group Investments Solutions LLC. Nicolas has previously held positions at Mbi Inversiones, Universidad De Los Andes, Compass Group Investment Solutions LLC, and Cg Compass (Usa) LLC. Nicolas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nicolas is part of Compass Group Investments Solutions LLC, which operates out of Miami, Florida. The firm has 15 employees and manages assets totaling $394.3 million. The firm serves high-net-worth clients and offers portfolio management for institutional clients. The fee structure at Compass Group Investments Solutions LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Compass Group Investments Solutions LLC Brokerage Details
$394,343,913
15
156
$2,527,846
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Nicolas Perez-Cotapos Work History
Cg Compass (Usa) LLC
Compass Group Investment Solutions LLC
Mbi Inversiones
Universidad De Los Andes
Disclosures
Please visit the SEC profile of Nicolas Perez-Cotapos 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 Compass Group Investments Solutions LLC
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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