Finaccess Global Wealth & Asset Management, LLC
● SEC registered since 2009CRD 150697SEC# 801-71013Miami, FL
Reg. AUM
$4.11B
Employees
13
Accounts
160
Location
Miami, FL
Finaccess Global Wealth & Asset Management, LLC assets under management
Finaccess Global Wealth & Asset Management, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2009. It reports $4.1 billion in regulatory assets under management and employs 13 people.
Finaccess Global Wealth & Asset Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre A. Da Silva Control | Chief Investment Officer | Under 5% | 2012 |
| Anna Lucia Casco Control | Chief Compliance Officer | Under 5% | 2022 |
| Daniel Eduardo Diaz Control | Chief Executive Officer | Under 5% | 2022 |
| Finaccess Global Wealth & Asset Management, LLC Control | Managing Member | Over 75% | 2026 |
| Grupo Finaccess S.a.p.i. de C.v. | N/A | Under 5% | 2026 |
| Carlos Fernandez Gonzalez Control | Owner | 50-75% | 2015 |
| Grupo Finaccess S.a.p.i. de C.v. | Owner | Over 75% | 2009 |
Frequently asked questions
How much does Finaccess Global Wealth & Asset Management, LLC manage?
Finaccess Global Wealth & Asset Management, LLC reports $4.1 billion in regulatory assets under management on its Form ADV.
How many employees does Finaccess Global Wealth & Asset Management, LLC have?
Finaccess Global Wealth & Asset Management, LLC reports 13 employees.
Where is Finaccess Global Wealth & Asset Management, LLC located?
Finaccess Global Wealth & Asset Management, LLC is based in Miami, FL and has been SEC-registered since 2009.
Does Finaccess Global Wealth & Asset Management, LLC disclose fund performance?
Finaccess Global Wealth & Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Brickell Avenue, Suite 2600, Miami, FL 33131 |
| Phone | 305.377.1112 |
| Fax | 305.675.7784 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.11B▲ 2%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,340 advisers
EmployeesTop 34%
More than 66% of 16,820 advisers
Assets under management
$4.11Bregulatory AUM
Discretionary $593.2MNon-discretionary $3.52B