Trafalgar Capital Advisors Inc. is a large advisory firm based in Aventura. It manages $265.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.
Trafalgar Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trafalgar Capital Advisors Inc. is $265.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trafalgar Capital Advisors Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Darryl Press has been acting as President since 1 Jan 2012. Lp Phoenix Family joined the executive team most recently as the Owner.
The principal office where Trafalgar Capital Advisors Inc. performs its advisory services is located at 19950 W Country Club Dr, Aventura, FL 33180, 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 786-323-1650 or by fax 786-323-1651. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tcaglobalfund.com/.