The NOESIS CAPITAL MANAGEMENT CORP is a privately held investment adviser that advises $876.87mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NOESIS CAPITAL MANAGEMENT CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.21% over the last 5-years.
The Group has been registered with the SEC for 30.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL SUITE 210, BOCA RATON, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 12 employees comprised of 7 investment and 5 non-investment staff. The total number of Employees remained the same over the last few years.
Their $876.87mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $683.72mn or 77.97% of Total Assets and Corporations or Other Businesses own $98.3mn or 11.21% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
NOESIS CAPITAL MANAGEMENT CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.