Miguel A Castaneda

Guerra Wealth Advisors

2 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners

Guerra Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

2,200 clients

Average Client Portfolio

$118K average

Assets Under Management

$260.0M

Fee Structure

Minimum Investment:None

Location

6401 SW 87 Avenue, Suite 119, Miami, FL, 33173

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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.

Other Business ActivitiesSells Insurance

Miguel works as an insurance agent for Guerra Financial Group. The filing does not specify the time commitment.

Employment History

Current Registrations

Guerra Wealth Advisors

March 2023 - Present · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.