Summa Patrimonia EAFI

SUMMA PATRIMONIA EAFI


Founded in 2005, approved and supervised by the Comisión Nacional del Mercado de Valores (CNMV), registered number 17 in the Administrative Register of Companies of Financial Advice.


The EAFI are financial advisory firms and independent, personalized, transparent and patrimonial conflict of interest; for both private investors and companies; and supervised by the Comisión Nacional del Mercado de Valores (CNMV).
The EAFI are regulated by RD 217/2008 of 15 February on the legal regime for investment services firms.

Company History

Summa Patrimonia was founded in early 2005 and initially was based to create and develop a business independent financial advice to their clients.

 

In 2008, a European directive upheld this activity delegating the regulation of its operation and control to the CNMV. It's time to figure EAFI Spain (Financial Advisory Company) is created as a typology over investment entities.

News
Funds Society March 2018
Article in Funds Society_March18-
Investment Europe February 2018
Investmente Europe, Febrero 2018
Fortune advisors
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