Finaccess
Advisors
We are a financial advisor based in the city of Miami, registered before the Securities and Exchange Commission (SEC). We offer wealth management advice and oversight to a select group of clients.
We are a financial advisor based in the city of Miami, registered before the Securities and Exchange Commission (SEC). We offer wealth management advice and oversight to a select group of clients.
We are a financial advisor based in the city of Miami, registered before the Securities and Exchange Commission (SEC). We offer wealth management advice and oversight to a select group of clients.
We offer financial advice to 15 investment funds in four jurisdictions: Luxembourg, Mexico, Switzerland, and Ireland.
Our most relevant wealth management services include those related to trust creation and monitoring, analyzing and setting up inheritance structures, concierge services, and asset management.
At Finaccess Advisors we have several committees that are in charge of supervising our company’s corporate governance. We are committed to adhering to best corporate governance and regulatory practices in all our operations.
FA Magazine placed us 76th in terms of assets under management in its 100 Registered Investment Advisors (RIA) ranking. Furthermore, in 2020 the SEC ranked us as the eighth largest non-discretionary advisor for assets under management in the Southeastern United States, and as the 214th among the 13,000 discretionary and non-discretionary advisors included in the SEC.
In addition, we have been certified under the CRESE Norm as an "outstanding company"
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