Alfredo
Yanes
Actitrust Wealth Management LLC
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About this Advisor
Alfredo Yanes is a financial advisor based in Austin, Texas, working with Actitrust Wealth Management LLC. Alfredo has previously held positions at University Of North Florida, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Fitness International, LLC, Student, Availity, LLC, Hci Group, Mclane Company, Inc, Lendfriend Home Loans, Mortgage Austin, Opentext, and Actitrust Wealth Management LLC. Alfredo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Alfredo is part of Actitrust Wealth Management LLC, which operates out of Austin, Texas. The firm has 5 employees and manages assets totaling $119.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Actitrust Wealth Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Actitrust Wealth Management LLC Brokerage Details
$119,778,832
5
198
$604,944
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alfredo Yanes Work History
Actitrust Wealth Management LLC
Opentext
Mortgage Austin
Lendfriend Home Loans
Lendfriend Home Loans
Mclane Company, Inc
Hci Group
Mclane Company, Inc
Availity, LLC
Axa Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Fitness International, LLC
University Of North Florida
Student
Disclosures
Please visit the SEC profile of Alfredo Yanes 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 Actitrust Wealth Management LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Panama City,
Austin, TX
Fort Lauderdale, FL
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