JF
JF

Juan Cristobal Figueroa Fresard

9 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
144 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$457.7M

Fee Structure

Financial Planning:Investment management only
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Location

1441 Brickell Avenue, Suite 1430, 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

Juan is an investment advisor for CG Compass (USA), LLC, managing client relationships and providing investment advice. This activity takes nearly full-time, with 6 hours during trading hours.

Employment History
Current Registrations
Compass Group Investments Solutions LLC
January 2023 - Present · 3 yrs 1 mo
Cg Compass (USA) LLCBroker
August 2016 - Present · 9 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.