← Back to searchVisit website
INVERSIONES SURA
INVERSIONES SURA CORP
CRD 318065 · SEC 801-132240
1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131, United States
Phone
305 448-0014
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.2M
Discretionary AUM
$75.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; CONSULTING FEES
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 387 | $90.9M |
| High net worth individuals | 26 | $50.5M |
| Corporations/business entities | 24 | $18.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD