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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

    • 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

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lafise Group Panama -- --
    Lafise Investment Management -- --
    Lafise Valores De El Salvador Sa De Cv -- --
    Lafise Valores Honduras -- --
    Lafise Valores Panama -- --
    Lafise Valores Puesto De Bolsa Sa -- --
    Lafise Valores Sa -- --
    Lafise Valores Santo Domingo Sa -- --

      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