CREDICORP CAPITAL ADVISORS LLC

1111 Brickell Avenue
Suite 2825
Miami, Florida 33131
Tel: 305-455-0975

About CREDICORP CAPITAL ADVISORS LLC

CREDICORP CAPITAL ADVISORS LLC, formally registered with the SEC as CREDICORP CAPITAL ADVISORS LLC. The firm was established in 09/09/2021. They have over 2 offices throughout the country.

CREDICORP CAPITAL ADVISORS LLC is a Miami, Florida based Financial Planning firm with nearly $694,616,504 assets under management, offering retirement planning & investment advisory services to 186 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290081
SEC#	801-122281
Assets Managed by Firm	$694,616,504
No. of Clients	186
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Performance Based
Other (12B-1 FEES)

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	186	$694,616,504
Individuals (other than high net worth individuals)	7	$2,315,794
High net worth individuals	48	$161,670,885
Other investment advisers	Fewer than 5 clients	$2,356,863
Corporations or other businesses	130	$528,272,962

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