Credicorp Securities Inc (Panama 0833)

Credicorp Securities Inc is a large advisory firm based in Panama 0833. It manages $27.84 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Credicorp Securities: assets under management

The assets under management (AUM) of Credicorp Securities Inc is $27.84 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.79 million in discretionary accounts and $4.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $699.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $450.18 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Credicorp Securities Inc for their services and products based on a percentage of assets under management. 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.

Careers at Credicorp Securities Inc

Ricardo Jose Duran has been acting as President since 1 Apr 1998. Cristobal Andres Cortes joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ricardo Jose Duran	President	1 Apr 1998	Other	4446989
Max Joseph Harari	Vice president	1 Apr 1998	Other	4446990
Moises Sion Harari	Director	1 Apr 1998	Other	4446991
Isaac (Nmn) Btesh	Treasurer, director	1 Apr 1998	Other	4447316
Richard Arlen Ford Boyd	Vice-president, director	1 Apr 1998	Other	4447320
Raymond Max Harari	Director	1 Apr 1998	Other	4447327
Max Morris Harari	Director	1 Apr 1998	Other	4447330
Boris Reinmar Tejeira	Secretary, director	1 Apr 1998	Other	4447336
Max Joseph Harari	Secretary	1 Sep 2002	Other	4446990
Moises Sion Harari	First vice president	1 Sep 2002	Other	4446991
Isaac (Nmn) Btesh	Director	1 Sep 2002	Other	4447316
Boris Reinmar Tejeira	Treasurer	1 Sep 2002	Other	4447336
Cristobal Andres Cortes	Compliance officer	1 Nov 2004	Other	4896424

Based in Panama 0833

The principal office where Credicorp Securities Inc performs its advisory services is located at Credicorp Bank Bldg 50 Th Street, Panama 0833, The mailing address of the firm is Po Box 833 0125, Panama 0833, 00000. It doesn’t run an office outside of the United States.