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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 31, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Gaston Vedani
May 2006
Luisa Franchy
May 2002
Eduardo Erana
September 2011
Veronika Dayanna Stipanic
September 2013
Marcela Zamora Erana

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Joseph Sr Zamora Shareholder June, 2001 50% to 75%
    Maria Josefina Zamora Shareholder June, 2001 10% to 25%
    Marcela Zamora Erana Shareholder December, 2011 10% to 25%
    Luisa Franchy Cfo / Finop June, 2001 less than 5%
    Eduardo Erana Ceo/President/Cco November, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets