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NOESIS CAPITAL MANAGEMENT CORP
CRD 110819 · SEC 801-49934
FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL, SUITE 210, BOCA RATON, FL, 33431, United States
Phone
561-999-9888
Fax
561-994-2893
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$876.9M
Discretionary AUM
$816.3M
Team
12 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingASSETS UNDER ADVISEMENT/ CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $93.5M |
| High net worth individuals | 181 | $683.7M |
| Pension/profit sharing plans | 1 | $1.4M |
| Corporations/business entities | 11 | $98.3M |
States served
AL, CA, CO, GA, IL, KS, LA, ME, MD, MA, MN, MS, NV, NJ, NM, NY, NC, PA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD