Rafael
Zamora Leon
Numa
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About this Advisor
Rafael Zamora Leon is a financial advisor based in Miami, Florida, who has 6 years of relevant experience. Zamora Leon is on the advisory team at Numa. Zamora Leon has gained experience at Numa Asset Management, Universidad Del Pacifico, Numa Americas Corp and Numa Peru Sac. Zamora Leon holds a Series 65 license, designating them as an investment advisor representative, and can operate in Florida. Numa is an advisory company that has its headquarters in Miami, FL. The company has offices in two locations and a total of eight employees. It manages $226 million in assets between its 225 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 225 accounts, 41% belong to high-net-worth individuals who have greater than $1 million in assets. Numa has a few services, such as portfolio management for individuals and small businesses and other services. Financial advisory fee schedules vary depending on which service is offered. Fee types billed by Numa can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Numa Brokerage Details
$226,153,506
8
225
$1,005,127
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Rafael Zamora Leon Work History
Rafael has been registered as a financial advisor for 6 years.*
Numa Americas Corp
Universidad Del Pacifico
Numa Asset Management
Numa Peru Sac
*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 Rafael Zamora Leon 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 Numa
Miami, FL
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