TrueAdvisor
TrueAdvisor
GP
GP

Gilberto Enrique Paez

Amerant Investments, INC.
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Amerant Investments, INC.
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
705 clients
Average Client Portfolio
$976K average
Assets Under Management
$688.2M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Amerant Investments, INC.
January 2018 - Present · 8 yrs 1 mo
Amerant Investments, INC.Broker
April 2015 - Present · 10 yrs 10 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.