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RIA · CRD 152439State-Registered Investment Adviser

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Asesoria Financiera Independiente

ASESORIA FINANCIERA INDEPENDIENTE, INC. is a state-registered investment adviser. The firm manages approximately $22 million in regulatory assets.

Overview

ASESORIA FINANCIERA INDEPENDIENTE, INC. is a state-registered investment adviser. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Does the firm participate in fund commitments or only direct deals?

There is no observable record of the firm acting as a limited partner in any closed fund, nor is there a paper trail of direct investments, co-investments, or proprietary deals. The name's emphasis on independence hints at a preference for direct asset ownership that avoids the reporting obligations attached to fund subscriptions. Without deal data, the actual mix remains entirely unknown.

Which sectors does the firm explicitly avoid?

No stated investment policy, negative screen, or sector exclusion is publicly available. The firm makes no public commitments to ESG frameworks, avoidance criteria, or impact mandates. Its investment behavior is completely unobserved from the outside, making any sector stance a matter of pure inference.

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