DAVIVIENDA ADVISORS

1110 Brickell Avenue
Suite 900b
Miami, Florida 33131
Tel: 786-238-7925

About DAVIVIENDA ADVISORS

DAVIVIENDA ADVISORS, formally registered with the SEC as DAVIVIENDA ADVISORS. The firm was established in 12/13/2022. They have over 2 offices throughout the country.

DAVIVIENDA ADVISORS is a Miami, Florida based Financial Planning firm with nearly $121,661,083 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319755
SEC#	801-127034
Assets Managed by Firm	$121,661,083
No. of Clients	56
No. of Advisors	4

Fee Structure

A percentage of AUM

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	56	$121,661,083
Individuals (other than high net worth individuals)	55	$4,121,416

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