Bgv Financial Advisors USA, LLC
● SEC registered since 2023CRD 324511SEC# 801-128743Miami, FL
Reg. AUM
$143.8M
Employees
2
Accounts
103
Location
Miami, FL
Bgv Financial Advisors USA, LLC assets under management
Bgv Financial Advisors USA, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2023. It reports $143.8 million in regulatory assets under management and employs 2 people.
Bgv Financial Advisors USA, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bgv Securities Holdings USA, LLC Control | Managing Member / Owner | Over 75% | 2021 |
| Roberto Ramon Aleman Control | Chief Executive Officer | Under 5% | 2021 |
| Yailing Collazo Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Bgv Financial Advisors USA, LLC manage?
Bgv Financial Advisors USA, LLC reports $143.8 million in regulatory assets under management on its Form ADV.
How many employees does Bgv Financial Advisors USA, LLC have?
Bgv Financial Advisors USA, LLC reports 2 employees.
Where is Bgv Financial Advisors USA, LLC located?
Bgv Financial Advisors USA, LLC is based in Miami, FL and has been SEC-registered since 2023.
Does Bgv Financial Advisors USA, LLC disclose fund performance?
Bgv Financial Advisors USA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 S. Biscayne Blvd, Suite 1130, Miami, FL 33131 |
| Phone | 305-615-2101 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.8M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$143.8Mregulatory AUM
Discretionary $143.8M