Angel Sanz alonso
Investment adviser representative at Mora Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Mora Capital Management, LLCAug 2019 to now
- Boreal Capital Securities, LLCJul 2019 to now
- Mora Wealth Management AgApr 2018 to Oct 2019
- AndbankMar 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mora Capital Management, LLC
$1.9BAssets managed
685Clients
30Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7125542
- Firm CRD
- 112221