Bgv Financial Advisors
Bgv Financial Advisors is an SEC-registered ria in Miami, FL with $143.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Bgv Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324511, SEC 801-128743, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $143.8M (2026-03-30)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 2
- Clients
- 77
- CRD
- 324511
- Ownership
- BGV SECURITIES HOLDINGS USA, LLC; Aleman, Roberto, Ramon; COLLAZO, YAILING; GRUPO FINANCIERO BG, S.A.; EMPRESA GENERAL DE INVERSIONES, S.A.
How much AUM does Bgv Financial Advisors have?
Bgv Financial Advisors reported $143.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Bgv Financial Advisors?
Disclosed owners and executives of Bgv Financial Advisors include BGV SECURITIES HOLDINGS USA, LLC, Aleman, Roberto, Ramon, COLLAZO, YAILING, GRUPO FINANCIERO BG, S.A., EMPRESA GENERAL DE INVERSIONES, S.A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.