Noesis Capital Management Corp is a large advisory firm based in Boca Raton. It manages $495.64 million of regulatory assets for 853 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 8 other states.
Noesis Capital Management Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Noesis Capital Management Corp is $495.64 million. The firm's AUM has grown by 451% since the beginning of its operation, and $80.46 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Noesis Capital Management Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Noesis Capital Management Corp is high net worth individuals with 134 clients and $345.77 million of assets under management. Among the 10 most similar advisory firms, Noesis Capital Management Corp has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $495.64 million for 390 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 11% of the firm’s clients are foreign persons or businesses.
Noesis Capital Management Corp doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Noesis Capital Management Corp performs its advisory services is located at Fountain Square, 2700 North Military Trail, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-999-9888 or by fax 561-994-2893. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at noesis-capital.com.