VG
Vicent M. Garcia
KLOSTERS CAPITAL
Versoix,
Some features on this profile are disabled
CRD#: 7426716
VG
Professional summary
Vicent Martin Garcia, who also goes by VIncent Martin Garcia, is a registered financial advisor currently at KLOSTERS CAPITAL .
Vicent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Vicent has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vincent Martin Garcia
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BRITANNIA CAPITAL SA INVESTMENT-RELATED PLACE DU PORT 1, 1204 GENEVA, SWITZERLAND INDEPENDENT ASSET MANAGER AND MULTI-FAMILY OFFICE BUSINESS DEVELOPER - RELATIONSHIP MANAGER STARTING 02/2021 & MEMBER OF THE BOARD OF DIRECTORS 40 HOURS / MONTH BUSINESS DEVELOPER - FINDING NEW SOLUTIONS FOR BRITANNIA WEALTH MANAGEMENT'S CLIENTS OFFERING MULTI-FAMILY OFFICE SERVICES TO PRIVATE BANKING CLIENTS 2) Britannia Holding SA - Director, Member of the Board of Directors. No compensation. 3) Veluban & Company SA- Director - Member of the Board. No compensation. 4) Britannia Financial Group Limited - Head of Wealth Management of the Group. No additional compensation. 5) Global Asset Investment S�rl - Director - Member of the Board. No compensation. 6) Independent Consulting Services for Mexican companies. Compensation in the form of consulting fees.
CRS (Client Relationship Summary) - RIA
Click below to view Vicent Martin Garcia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 20, 2021 - Present
KLOSTERS CAPITAL
RIA
CRD#: 285582
Versoix,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KC
KLOSTERS CAPITAL
KLOSTERS CAPITAL | KLOSTERS CAPITAL LLC
CRD#: 285582 / SEC#: 801-108620
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/20/2021)
Exams
Current Firm
KC
KLOSTERS CAPITAL
KLOSTERS CAPITAL | KLOSTERS CAPITAL LLC
CRD#: 285582 / SEC#: 801-108620
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
848 Brickell Avenue Suite 750, Miami, FL 33131
Mailing Address
Phone number
(305) 907-3421
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 432,701,634 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
