ASESORDEINVERSIONES.COM LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.3M |
| Discretionary | $1.3M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $314K |
| Employees | 2 |
| Peak AUM | $1.3MJan 2026 |
AUM by Client Type
Total AUM
$1M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1M | — | — | — | |
| Discretionary AUM | $1M | — | |||
Key Metrics
| Total AUM | $1.3M |
| Discretionary | $1.3M |
| Employees | 2 |
| Client Accounts | 4 |
Contact & Location
Address
OFFICE 14A, 19 WATERFRONT DRIVE
ROAD TOWN, TORTOLA VG1110
British Virgin Islands
Phone
1-284-340-6935
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported