Actinver Wealth Management is an investment advisor in Houston with $788.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
262019438
SEC advisor number
801-71135
FINRA CRD number
146153
AUM ?
$788.79 mm
(as of 26 Apr 22)
Accounts
650
(as of 26 Apr 22)
Employees
36
(15 investment advisory or research)
Address
Actinver Wealth Management
5075 WESTHEIMER, SUITE 650
HOUSTON
TX 77056
5075 WESTHEIMER, SUITE 650
HOUSTON
TX 77056
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Phone
713-885-9843
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Alterna Holdings, Inc. | Owner | 10/2007 | > 75% |
Maza, Francisco, Xavier | Chief Executive Officer | 05/2021 | < 5% |
Alterna Asesoria Internacional S.a.b. De C.V. | Shareholder | 05/2021 | > 75% |
Lopez, Benjamin, Jorge | Director of Wealth Management | 01/2016 | < 5% |
De Leon, Patricia | Compliance Officer | 08/2019 | < 5% |
Scavetti, Joseph, Julian | Chief Compliance Officer | 10/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21