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X-SQUARE CAPITAL
Tel: 787-282-1621
Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803
Guaynabo, Puerto Rico 00968
X-SQUARE CAPITAL
X-SQUARE CAPITAL is a Guaynabo, Puerto Rico based financial advisory firm with nearly $423,636,050 in assets under management and provides investment advisory services for 220 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Performance Based, Other (AD HOC EXPERT CONSULTING FEE
Firm CRD#:
167237
SEC#:
801-88171
No. of Clients:
220
Assets under Management
$423,636,050
No. of Advisors:
7
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