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Adviser Profile

Registration status Registration Changed to PUENTE ASESORAMIENTO DE INVERSIONES, LLC
As of Date 07/15/2023
Adviser Type - No longer eligible
Number of Employees 5
of those in investment advisory functions 2
AUM* 0 -100.00%
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 786 xxxxxxx

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 909M 758M 606M 455M 303M 152M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees