Jose Felix Remy

Employer firm

Alti Wealth Management (Us International), Inc. CRD 152104

$691M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Guggenheim Partners Latin America, Inc.
  Miami, FL
• 06/2018 → Present
  Lj Investment Advisors, Llc
  Miami, FL

Previous Registrations

• 2018-11-28 → 2021-04-22
  Alvarium Investment Managers (Us), Llc
  Miami, FL
• 2003-11-07 → 2010-06-09
  Guggenheim Investment Advisors, Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-02
• S63 Uniform Securities Agent State Law Examination
  1994-12-14

Other Names

• Jose Remy