We help individual investors, families and institutions protect their wealth and achieve their financial goals. We are a financial intermediary registered with and supervised by CMVM that fulfils the need for investment advice of international standards based on the values of independence, transparency, experience, efficiency and dedication. Our team has over 20 years of experience in investment management.
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The Baluarte annual revenue was $6.8 million in 2026.
Pedro Silveira Assis is the Managing Partner of Baluarte.
4 people are employed at Baluarte.
Baluarte is based in Cascais, Lisbon.
The NAICS codes for Baluarte are [523920, 52392, 52, 5239, 523].
The SIC codes for Baluarte are [62, 628].