Mauricio Lobeira is a registered investment advisor at Proaltus USA, based in Miami, FL, with 4 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 94 clients with $600M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mauricio is a limited partner in Terra Gosling LLC, a real estate development project, since 2016. He also owns Tronic Investments LLC, a financial consulting firm for non-US individuals, dedicating about half of his time to this activity.
Employment History
Current Registrations
Proaltus USA
State Registrations2 states
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