AUMdb

Costa, Andre Luiz Ferreira Da

SEC-registered Insurance-Affiliated CRD 289590 · SEC file 801-111689 · Goiani, Goias · WWW.QUIXNET.COM.BR
☆ Save with Pro ADV data as of Jan 17, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Costa, Andre, Luiz Ferreira Da Chief Compliance Officer ("Cco") Aug 2017 (9y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/17/2026 972 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 17, 2026.

View current Form ADV (SEC/IAPD) ↗