Falists
← Back to search

INVERSIONES SURA

INVERSIONES SURA CORP

CRD 318065 · SEC 801-132240

Visit website

1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131, United States

Phone

305 448-0014

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.2M

Discretionary AUM

$75.4M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; CONSULTING FEES

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

No

Services

Portfolio management (individuals)CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals387$90.9M
High net worth individuals26$50.5M
Corporations/business entities24$18.8M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD