Dvdendo, Inc. (Coral Gables)

Name: Dvdendo, Inc.
Address: 95 Merrick Way, Coral Gables, FL, 33134
Telephone: 305-790-2430

Dvdendo, Inc. is an internet adviser based in Coral Gables. It manages $969.76 thousand of regulatory assets for 40,476 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Dvdendo provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dvdendo: assets under management

The assets under management (AUM) of Dvdendo, Inc. is $969.76 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 7304% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $969.76 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.96 each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dvdendo, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dvdendo serves?

The only and largest group of clients of Dvdendo is individuals with 40,476 clients and $969.76 thousand of assets under management. Among the 1 most similar advisory firms, Dvdendo has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $969.76 thousand for 40,476 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dvdendo doesn't advise any private funds.

Careers at Dvdendo, Inc.

The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Santiago Maggi	Shareholder	1 Mar 2015	Other	2882318
Matthew Brian Meehan	Chief operating officer, chief compliance officer, shareholder	1 Feb 2017	25% - 50%	4187683
Gabriel Montoya	Chief executive officer, shareholder	1 Feb 2017	25% - 50%	6764644
S.A.P.I. De C.V. Ideas & Capital Uno	Shareholder	1 Aug 2018	Other	foreign entity
Dila Capital S.A. De C.V	Shareholder	1 Aug 2018	Other	foreign entity
Sa De Cv Innokap Inversiones De Capital	Shareholder	1 Aug 2018	Other	foreign entity

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ernesto Tinajero	Owner	1 Aug 2018	75% - 100%	7074586

Based in Coral Gables

The principal office where Dvdendo, Inc. performs its advisory services is located at 95 Merrick Way, Coral Gables, FL 33134, 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 305-790-2430 or by fax 305-790-2430. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at dvdendo.com.