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Alejandro Augusto Contreras

Bluereef Capital

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About Alejandro Augusto Contreras

Alejandro Augusto Contreras is an Investment Advisor Representative associated with Bluereef Capital, registered with the state of California, Florida and Texas. Alejandro holds a Series 65 license and has been in the industry since June 2006. Alejandro has experience in various financial services roles. Alejandro also works as a Senior Vice President at Apex Group Fund Services.

Firm Information

Alejandro Contreras is currently registered with Bluereef Capital. Bluereef Capital is an investment advisor registered with the SEC. The firm manages a total of $2,170,000 in assets across 68 accounts. Their services include portfolio management for individuals and selection of other advisors. The majority of their clients are individuals other than high net worth individuals, with a smaller number of high net worth individuals. The firm does not participate in any wrap fee programs.

$2.17M

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alejandro Contreras’s Registration & Firm History

FL

08/13/2024 - Present

Bluereef Capital (MIAMI FL)

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Licenses & Designations

IA

Issued 10/29/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alejandro Augusto Contreras.
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