| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 03/27/2024 |
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| ADV Location | SAN JUAN, PR, United States |
| Contact Info | 787 xxxxxxx |
| Websites |
| AUM* | 424,799,105 74% |
| of that, discretionary | 417,461,492 76% |
| Number of Employees | 13 30% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,933,325 55% |
| % High Net Worth | 11.65% -31% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds