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Diagonal Investments

EST. AUM
$200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Miami
CRD Number
Website diagonalinvestments.com
Client types

Overview

Led by seasoned international advisors Rodolfo "Rudy" Rake and Santiago Rey, the firm aims to cater to the needs of ultra-high-net-worth Latin American clients investing in the US. With $200 million AUM at launch, Diagonal operates as a boutique family office model partnered with Sanctuary Global, ensuring an open architecture and independence while backed by a $25 billion firm. As a fee-only Registered Investment Adviser regulated by both FINRA and the SEC, Diagonal offers a US fee-based model of fiduciary wealth management, prioritizing financial planning for Latin American clients. With a team boasting over 40 years of cumulative experience.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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