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Giancarlo Luis Fernandez

Fendz Asset Management, Inc.

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About Giancarlo Luis Fernandez

Giancarlo Luis Fernandez is an investment advisor representative with Fendz Asset Management, Inc. located in COCUNUT GROVE, FL. Giancarlo is also licensed to sell insurance and spends 15 hours per week on these activities. Giancarlo holds a Series 65 license.

Firm Information

Giancarlo Fernandez is currently registered with Fendz Asset Management, Inc.. Fendz Asset Management, Inc. is a Registered Investment Advisor based in Florida, offering financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. They manage over $12.8 million in assets for 95 clients, including 14 high-net-worth individuals. The firm also provides selection of other advisers services.

$12.80M

Assets Under Management

Not reported

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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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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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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other

Selection of other advisers fees

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Giancarlo Fernandez’s Registration & Firm History

FL

03/27/2024 - Present

Fendz Asset Management, Inc. (COCUNUT GROVE FL)

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Licenses & Designations

IA

Issued 03/18/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Giancarlo Luis Fernandez.
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