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FINANXIAL INVESTMENT ADVISORS, CORP
CRD 300350
121 DE DIEGO AVENUE, URB. SAN FRANCISCO, SAN JUAN, PR, 00927, United States
Phone
(787) 758-8234
Fax
(787) 758-8334
Registration
— (—)
Source
State registered
Total AUM
$82.0M
Discretionary AUM
$74.0M
Team
6 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $7.0M |
| High net worth individuals | 32 | $75.0M |
Official SEC filing: View on IAPD