Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324

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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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Other Business Activities

Alejandro is the President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services. He also holds principal positions in several holding companies (Senay Holdings Inc., GTS Business Corp., Mego Holdings Inc, Mego Consulting Inc, and Bregenz Holdings Inc) primarily for holding ownership interests in various investments, including ActiTrust Wealth Management LLC and real estate.

Employment History
Current Registrations
Actitrust Wealth Management LLC
October 2017 - Present · 8 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.