Alfredo Jorge Yanes

Actitrust Wealth Management LLC

28 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Actitrust Wealth Management LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

112 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$123.9M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324

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History

Regulatory History (1)

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Customer Dispute

July 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alfredo is affiliated with Balliage Investments, LLC and ActiTrust Wealth Management LLC. He also serves as Director/Secretary of Actiadvisors Corp, a foreign company, and is an independent licensed insurance agent, which presents a conflict of interest.