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BRADESCO GLOBAL ADVISORS

3011 Ponce De Leon Blvd
Ph-1
Coral Gables, Florida 33134
Tel: 305-523-6536

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About BRADESCO GLOBAL ADVISORS

BRADESCO GLOBAL ADVISORS, formally registered with the SEC as BRADESCO GLOBAL ADVISORS. The firm was established in 03/28/2022. They have over 1 offices throughout the country.

BRADESCO GLOBAL ADVISORS is a Coral Gables, Florida based Financial Planning firm with nearly $172,709,474 assets under management, offering retirement planning & investment advisory services to 1941 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134416
SEC#801-123555
Assets Managed by Firm$172,709,474
No. of Clients1941
No. of Advisors18

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (WRAP FEE PROGRAM)

Firm Client Information

No. of ClientsAUM
Firm Total1941$172,709,474
Individuals (other than high net worth individuals)1706$8,780,799
High net worth individuals233$4,048,652

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