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GESTIÓN DE PATRIMONIO MUNDIAL

SERVICIO PERSONALIZADO

SOBRE NOSOTROS

B&M Advisors es una firma independiente de gestión de patrimonio que atiende a clientes inversores a nivel mundial. Nuestro objetivo es aprovechar las oportunidades del mercado y también administrar la exposición de nuestros clientes al riesgo de inversión. Nuestro foco está en las necesidades de liquidez, las metas financieras y la tolerancia al riesgo de nuestros clientes.​

 

Nuestros asesores financieros tienen una comprensión profunda de los desafíos, metas, preferencias, estilos y estrategias que distinguen a los inversores adinerados. Como institución verdaderamente global, tenemos un amplio conocimiento de las oportunidades financieras y sus riesgos potenciales. Esta combinación nos posiciona mejor para desarrollar, estructurar y ejecutar estrategias para sus necesidades financieras más importantes.

ABOUT US
CUSTODIA Y
CLEARING

Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.

SERVICIOS

By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.

 

PROTECCIÓN DE LOS ACTIVOS DE LOS CLIENTES

BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in our custody. Our parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals. 

 

CONTÁCTENOS

1441 Brickell Ave., Suite 1700

Miami, FL 33131
 

Soraya Batista: sbatista@bmadvisorsmiami.com

Maria Corina Gallegos: mgallegos@bmadvisorsmiami.com


Tel: (786) 693-7855

Gracias por enviar

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Content Copyright © 2023 B&M Advisors All Rights Reserved.

 

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978.779.5361. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

 

 

ES3/ESC0002a

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