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BANCOLOMBIA CAPITAL ADVISERS LLC
1221 Brickell Avenue
Suite 2010
Miami, Florida 33131
Tel: 786-551-9122
About BANCOLOMBIA CAPITAL ADVISERS LLC
BANCOLOMBIA CAPITAL ADVISERS LLC, formally registered with the SEC as BANCOLOMBIA CAPITAL ADVISERS LLC. The firm was established in 04/15/2022. They have over 1 offices throughout the country.
BANCOLOMBIA CAPITAL ADVISERS LLC is a Miami, Florida based Financial Planning firm with nearly $162,578,510 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317663 |
| SEC# | 801-123719 |
| Assets Managed by Firm | $162,578,510 |
| No. of Clients | 46 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 46 | $162,578,510 |
| Individuals (other than high net worth individuals) | 10 | $1,963,716 |
| High net worth individuals | 8 | $6,479,798 |
| Charitable organizations | 1 | $6,676,033 |
| Corporations or other businesses | 26 | $52,387,843 |
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