Sign in Sign up for free

"Bbva Patrimonios, S.G.I.I.C., S.A." (Madrid)


"Bbva Patrimonios, S.G.I.I.C., S.A." is a large advisory firm based in Madrid. It manages $4.16 billion of regulatory assets for 388 client accounts. It has been registered with the SEC as an adviser since 2003.

Logo

"Bbva Patrimonios, S.G.I.I.C., S.A." provides portfolio management for individuals and small businesses and portfolio management for investment companies. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

"Bbva Patrimonios, S.G.I.I.C., S.A.": assets under management

The assets under management (AUM) of "Bbva Patrimonios, S.G.I.I.C., S.A." is $4.16 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay "Bbva Patrimonios, S.G.I.I.C., S.A." for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madrid

The principal office where "Bbva Patrimonios, S.G.I.I.C., S.A." performs its advisory services is located at Padilla, 17, Madrid, 28006, 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 34-91-374-87-00 or by fax 34-91-576-83-94. The normal business hours are 9am-2pm / 4pm-7pm on Monday - Friday. You can find more information about the New York firm at www.bbva.com.


Registered investment advisers similar to "Bbva Patrimonios, S.G.I.I.C., S.A."