FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PR, GUAYNABO
5 advisers found
X-SQUARE CAPITAL
Guaynabo, PR
AUM
$790.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
787-282-1621
CAF INVESTMENTS LLC
Guaynabo, PR
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(787) 206-1637
PARITER WEALTH MANAGEMENT GROUP LLC
Guaynabo, PR
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
787-781-2555
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-919-7788
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