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Alexandro Ampudia tommasi

Boreal Capital Management LLC

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About Alexandro Ampudia tommasi

Alexandro Ampudia tommasi is a registered investment advisor representative with Boreal Capital Management LLC. Alexandro has been in the industry since 2005 and has experience with both Boreal Capital Management LLC and Deutsche Bank Securities Inc. Alexandro is registered to provide investment advice in Colorado, Delaware, Florida, and Texas. Alexandro holds the Series 66, Series 7, and SIE licenses. Alexandro's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Alexandro Ampudia tommasi is currently registered with Boreal Capital Management LLC. Boreal Capital Management LLC is an investment adviser headquartered in Miami, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, and pooled investment vehicles. The firm's advisory services include portfolio management for individuals, businesses, and pooled investment vehicles. Boreal Capital Management LLC is registered with the SEC under SEC number 801-57604.
Boreal Capital Management LLC

1450 BRICKELL AVENUE

MIAMI, FL 33131

$1.38B

Assets Under Management

Not reported

Total Clients

23

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexandro Ampudia tommasi’s Registration & Firm History

FL

10/28/2015 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

10/20/2005 - 02/18/2015

DEUTSCHE BANK SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandro Ampudia tommasi.
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