DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > puerto rico > san juan
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
More Financial Advisory Firms in San Juan, Puerto Rico
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CATALYST CAPITAL ADVISORS LLC | 139895 | 12 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | 3 |
| ENHANCED PK SERVICES, LLC | 311371 | 1 |
| POPULAR SECURITIES, LLC | 8096 | 95 |
| RATIONAL ADVISORS, INC. | 111452 | 12 |
| MISSION PRIME LLC | 318328 | 1 |
More Firms in San Juan, Puerto Rico >>