Global Kandor Advisors, LLC logo

Global Kandor Advisors, LLC

Updated today

Client assets under management

$483,329,066

Clients

74

70% high-net worth

Advisors

3

of 13 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

25

Low

Average account size

$6,531,474

About

The firm provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses, delivering portfolio construction and ongoing investment supervision. Portfolios are typically implemented with ETFs and mutual funds and may also include individual stocks, bonds, and alternative investments when appropriate.

Its investment process combines fundamental and technical analysis with a generally long‑term orientation while accommodating shorter‑term trading for rebalancing or specific client needs. The firm’s Form ADV reports $483,329,066 in assets under management, of which $462,670,548 is managed on a non‑discretionary basis, so most clients retain implementation authority even as the advisor provides monitoring and recommendations.

The ADV also discloses that the firm publishes performance information, including predecessor performance, which is uncommon among peers. The brochure notes institutional relationships with custodians such as Charles Schwab and Interactive Brokers and emphasizes advisory personnel with international banking and global‑markets experience, consistent with a material non‑U.S. client presence and a relatively small three‑adviser team serving 74 clients.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Concentrated stock management

Fee options

Other

Minimum fee: Fixed fees based on complexity, services provided, asset level, and overall relationship; adjusted annually by CPI

Main office location

Global Kandor Advisors, LLC

200 Crandon Boulevard, Suite 325

Key Biscayne FL 33149, United States

Number of offices

2

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paola B

CFA®

Key Biscayne, FL

Global Kandor Advisors, LLC

Paola Bernal Cuevas is a CFA® charterholder with six years at Global Kandor Advisors, LLC and six years of prior experience at Insigneo Wealth Advisors, totaling 12 years in the financial industry. She is based in Key Biscayne, FL. Global Kandor Advisors, LLC provides wealth management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis, managing most client relationships on a non-discretionary basis with a mix of ETFs, mutual funds, individual securities, bonds, and alternative investments.

Private / alternative investments Concentrated stock management
user avatar

Ana R

Series 63, Series 65

Key Biscayne, FL

Global Kandor Advisors, LLC

Ana Rebora De Luchau is a financial advisor at Global Kandor Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Primerica Financial Services for 20 years and Activa Capital Group for one year. Global Kandor Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and manages most client relationships on a non-discretionary basis.

Private / alternative investments Concentrated stock management
user avatar

Guillermo V

Series 63, Series 65

Key Biscayne, FL

Global Kandor Advisors, LLC

Guillermo Vernet is a financial advisor with Global Kandor Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He previously worked at Insigneo Securities, LLC and Insigneo Wealth Advisors, LLC. He also spends a small portion of his time supporting Global Kandor Services, LLC, an internal support organization for his firm. Global Kandor Advisors provides wealth management and financial planning primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis, managing most client relationships on a non-discretionary basis.

Private / alternative investments Concentrated stock management
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