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Margarita Villaveces camacho

Alianza Corp. Investment Advisor

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About Margarita Villaveces camacho

Margarita Villaveces camacho is an Investment Advisor Representative registered with the state of Florida. Margarita is associated with Alianza Corp. Investment Advisor in Miami, FL. The firm's services include portfolio management for individuals and businesses.

Firm Information

Margarita Villaveces camacho is currently registered with Alianza Corp. Investment Advisor. Alianza Corp. Investment Advisor is an investment advisor with 2 investment advisor representatives and 1 registered representative. The firm manages approximately $21,291,209 in regulatory assets under management, primarily for individuals and corporations. Their advisory services include portfolio management for businesses and individuals. They do not provide market timing services, publication of periodicals, or selection of other advisors. They do offer a wrap fee program.

$21.29M

Assets Under Management

Not reported

Total Clients

2

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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Margarita Villaveces camacho’s Registration & Firm History

FL

03/06/2024 - Present

Alianza Corp. Investment Advisor (MIAMI FL)

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Licenses & Designations

IA

Issued 12/04/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margarita Villaveces camacho.
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