Numa - Investment Advisers

About Numa

Numa Americas Corp., known as Numa, is an investment adviser registered with the U.S. Securities and Exchange Commission and headquartered in Miami, Florida. It is one of the investment advisers in Florida in this directory. The firm reports regulatory assets under management of about $192.71 million and has 10 employees. The firm provides investment advisory and financial planning services. These cover portfolio management for individuals, family offices and institutions, along with tax and compliance support, investment policy development, risk management frameworks and market research. The company says it uses quantitative tools, including machine learning and artificial intelligence, to support its advisory work. Its team includes trading and quantitative staff, an analyst group and a compliance officer. The firm also lists Numa, Numa Defender and Numa Shield as federally registered trademarks. Rafael Zamora leads the firm's wealth management and advisory activities across Latin America. Other team profiles describe backgrounds in private banking and in investment and client advisory work. Other firms of this type are listed in the Directory of US Investment Advisers.

Key Facts

Assets Under Management

$192.71M

Employees

10

SEC File Number

801-76990