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CONSULTIVA WEALTH MANAGEMENT, CORP.
Tel: 787-763-5868
American International Plaza 250 Ave. MuÃOz Rivera, Suite 1420
San Juan, Puerto Rico 00918
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA WEALTH MANAGEMENT, CORP. is a San Juan, Puerto Rico based financial advisory firm with nearly $466,303,537 in assets under management and provides investment advisory services for 143 clients. There are currently 27 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (PROVIDE PERIODIC PERFORMANCE REPORTS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
111846
SEC#:
801-57175
No. of Clients:
143
Assets under Management
$466,303,537
No. of Advisors:
27
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