RI
RI

Rafael Isola De Izcue

9 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
71 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

1441 Brickell Av. Suite 1016, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rafael serves as Chief Investment Officer for LXG MFO, an affiliated multi-family office in Lima, Peru, providing asset allocation strategies. This role takes about half of Rafael's time.

Employment History
Current Registrations
Althum Advisors LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Lxg Wealth Advisory LLC
January 2023 - December 2024 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
September 2010 - January 2017 · 6 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.