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INVERSIONES SURA

MIAMI, FL · CRD 318065 · IAPD ↗ · inversionessura.com · 305 448-0014

$160.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — INVERSIONES SURA reported RAUM up 55% ($103.0M -> $160.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — INVERSIONES SURA (MIAMI, FL) is newly SEC-registered with $103.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.