MORA Wealth Management LLC
Legal Name: BOREAL CAPITAL MANAGEMENT LLC
Full Contact Details
MORA Wealth Management LLC
1450 BRICKELL AVENUE, SUITE 2900, MIAMI, FL
305-459-5400
305-459-5401
Other Info
Boreal Capital Management LLC, formerly known as MORA Wealth Management LLC, is a Delaware-based firm with an active SEC registration since June 2000. It has 21 employees, 14 of whom hold advisory roles, although the number of clients they serve is undisclosed. The firm is committed to providing exceptional service and value to their clients.
MoraWealth - MoraWealth
Gestión personalizada del patrimonio y asesoramiento financiero, con la experiencia y la solvencia del grupo bancario andorrano MoraBanc
Home - BOREAL
Home Toggle navigation Who We Are Our Platform OUR SERVICES Become a Partner News Contact en/esde en/esde "Luck is what happens when preparation meets opportunity" - Seneca INVESTMENT PROCESS " Control leads to compliance; autonomy leads to engagement" – Daniel H. Pink CUSTOMER INTEGRAL SOLUTIONS …
Direct Owners
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ELI BUTNARU
CHIEF EXECUTIVE OFFICER owns less than 5%
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JOHN JOSEPH ZENO
CHIEF COMPLIANCE OFFICER owns less than 5%
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LUIS ALVAREZ MORA
EXECUTIVE DIRECT OWNER owns less than 5%
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MORA BANC GRUP, SA
DIRECT OWNER owns 75% or more
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BOREAL CAPITAL HOLDINGS USA LLC
DIRECT OWNER owns 75% or more
Administrators
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EFG INVESTMENT SERVICES LTD. (CAYMAN)
Cayman Islands
Custodians
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PERSHING LLC
United States
Prime Brokers
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PERSHING LLC
United States