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Borja De la fuente

Noesis Capital Management Corp.

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About Borja De la fuente

Borja De la fuente is a financial advisor registered with Noesis Capital Management Corp. in Boca Raton, Florida. Borja is a registered investment advisor representative in Florida and has been in the industry since June 2023. Borja holds the Series 65 license and has worked with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Borja specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Borja De la fuente is currently registered with Noesis Capital Management Corp.. Noesis Capital Management Corp. is a Boca Raton, Florida-based investment advisor managing over $707 million in assets for individuals, corporations, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services.
Noesis Capital Management Corp.

FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$707.20M

Assets Under Management

2

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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assets under advisement

Assets under advisement

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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Borja De la fuente’s Registration & Firm History

FL

06/04/2024 - Present

Noesis Capital Management Corp. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 05/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Borja De la fuente.
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