How does the advisor help clients – Key Takeaways:
AVILES CAPITAL MANAGEMENT LLC is dedicated to providing comprehensive and personalized financial services to its clients. With a team of experienced professionals and a commitment to staying up-to-date with the latest market trends, the firm is able to offer clients a full range of financial solutions to help them achieve their goals.
Facts and Insights
AVILES CAPITAL MANAGEMENT LLC was founded in 2003 and has been in business for over 18 years. The firm’s headquarters is located in New York City, and it has additional offices in Los Angeles and Miami. In 2021, the firm’s assets under management totaled over $3 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total AUM | Number of Advisors |
|---|---|---|
| 2003 | $3+ billion | 25+ |
Financial Services Offered
- Wealth Management
- Investment Management
- Tax Planning & Consulting
- Estate Planning
- Retirement Planning
- Education Planning
Client Types
- High-net-worth individuals
- Family offices
- Trusts and foundations
- Institutions and endowments
Fees & Compensation
AVILES CAPITAL MANAGEMENT LLC charges a fee based on a percentage of assets under management. The percentage can vary depending on the services provided and the size of the client’s portfolio. The firm does not receive any commissions for recommending or selling specific financial products, ensuring that their advice is unbiased and in the best interest of the client.
Background
AVILES CAPITAL MANAGEMENT LLC was founded by John Aviles, a financial expert with over 30 years of experience in the industry. Throughout his career, Aviles has built a team of dedicated professionals who share his passion for helping clients achieve their financial goals. The firm’s mission is to provide clients with personalized and comprehensive financial solutions, tailored to their individual needs and objectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, AVILES CAPITAL MANAGEMENT LLC is legally obligated to disclose any potential conflicts of interest to its clients. The firm maintains a strict code of ethics and follows all regulations set by the Securities and Exchange Commission (SEC). In addition, all advisors at the firm are required to act in the best interests of their clients at all times and provide complete transparency regarding fees and compensation.