# Planalto Financial

Planalto Financial is a RIA based in Brazil.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brazil
- **Region:** Latin America
- **Assets under management:** Undisclosed
- **Website:** planaltofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/planalto-financial

## Regulatory record

- **CRD number:** 338852
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338852

## About

PLANALTO FINANCIAL is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Equity

## Questions

### Does Planalto Financial disclose its assets under management or investment track record?

No. Planalto Financial does not publicly disclose assets under management, total deployment, or performance metrics. The office maintains a private posture typical of single family offices affiliated with regional banking groups in Brazil. Any AUM figures circulating in commercial databases are estimates and have not been confirmed by the firm.

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Last updated: 2026-07-06T01:24:23.363Z

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