Paola Andrea Bernal Cuevas

CFA

Global Kandor Advisors, LLC

3 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Global Kandor Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

65 clients

Average Client Portfolio

$6.4M average

Assets Under Management

$415.1M

Fee Structure

Financial Planning:Included in AUM fee

Location

200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149

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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.

Employment History

Current Registrations

Global Kandor Advisors, LLC

November 2022 - Present · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.