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Juan Guillermo Lenis

Bbva Global Wealth Advisors, Inc.

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About Juan Guillermo Lenis

Juan Guillermo Lenis is an investment advisor representative at Bbva Global Wealth Advisors, Inc., where has been employed since March 2024. Juan Guillermo Lenis holds the Series 65 license and is registered in Florida. Before joining the firm, Juan Guillermo Lenis worked for BBVA Mexico SA.

Firm Information

Juan Lenis is currently registered with Bbva Global Wealth Advisors, Inc.. BBVA Global Wealth Advisors, Inc. is an investment advisor registered with the SEC. Headquartered in Miami, FL, they manage approximately $399 million in assets for 230 clients. Their focus is on portfolio management for individuals and businesses. The firm's services include portfolio management, financial planning, and other advisory services. They provide services to high-net-worth individuals, corporations, other businesses, and foreign trusts.
Bbva Global Wealth Advisors, Inc.

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$399.00M

Assets Under Management

Not reported

Total Clients

15

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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Juan Lenis’s Registration & Firm History

FL

12/02/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Juan Guillermo Lenis.
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