Alberto Luna

Intercam Advisors, INC.

25 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth

Intercam Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

148 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$225.1M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History (1)

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Customer Dispute

January 2009

Denied

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Other Business Activities

Alberto is an Investment Adviser Representative with Intercam Advisors, Inc. since 2017, spending about a quarter of his time on this. He also works as a Growth Strategy Consultant for TIKIERO APP, a digital wallet business, dedicating about 10-20% of his time during non-market hours since March 2025.