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SELECT ADVISORY GROUP INC
CRD 150129
322 DE DIEGO AVE., SUITE 202, SAN JUAN, PR, 00920, United States
Phone
787-969-3939
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.9M
Discretionary AUM
$80.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2025-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.0M |
Official SEC filing: View on IAPD