Daisy Miriam De La Torre Montoya

Amerant Investments, INC.

12 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Amerant Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

705 clients

Average Client Portfolio

$976K average

Assets Under Management

$688.2M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2020

Customer Dispute

April 2016

Settled

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Other Business Activities

Daisy is the manager of Montoya Investments Orlando LLC (since 2022) and 2448 Reading LLC (since 2024), both created to hold real estate property. She will receive rental income from these investment properties and will not dedicate time during securities trading hours to this activity.