DAVIVIENDA INVESTMENT ADVISOR USA LLC
DBA: DAVIVIENDA ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $120.2M |
| Discretionary | $43.0M36% of AUM |
| Non-Discretionary | $77.2M |
| Client Accounts | 361 |
| Avg Account Size | $333K |
| Employees | 8 |
| Peak AUM | $121.7MMar 2024 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | +10.1% | — | — | |
| Discretionary AUM | $43M | ||||
Key Metrics
| Total AUM | $120.2M |
| Discretionary | $43.0M |
| Employees | 8 |
| Client Accounts | 361 |
Contact & Location
Address
1110 BRICKELL AVENUE
MIAMI FL 33131
Phone
786-238-7925
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$43M
35.8% of AUM
Non-Discretionary
$77M
64.2% of AUM
Disc. mix ▲ 25.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerPension Consultant