CONNELLY CAPITAL MANAGEMENT LLC
Guaynabo, PR
AUM
$1.05B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS.
787-231-8042
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
33 advisers found
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
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
ATLAS ASSET MANAGEMENT LLC
Guaynabo, PR
AUM
$700.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787 781-1301
THE PHOENIX FUND ADVISOR LLC
Guaynabo, PR
AUM
$596.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Performance-based fees
787-510-6600
UNIVERSAL FINANCIAL SERVICES INC.
Guaynabo, PR
AUM
$324.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(787) 706-7095
ARCO GLOBAL MANAGEMENT, LLC
Guaynabo, PR
AUM
$260.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees · Performance-based fees +1 more
7875898515
SYGNUS CAPITAL PR LLC
Guaynabo, PR
AUM
$236.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
787-706-9292
SYGNUS WEALTH PR LLC
Guaynabo, PR
AUM
$59.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
787-706-9292
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
INTUITIVO LLC
Guaynabo, PR
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(787) 366-0255
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
CHINEA WEALTH MANAGEMENT LLC
Guaynabo, PR
AUM
$530K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(787) 416-0804
BURBANK HARBOR CAPITAL MANAGEMENT, LLC
Guaynabo, PR
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
787-653-3277
CAPITALIA ADVISORS LLC
Guaynabo, PR
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
787-705-8694
MCKENZIE INVESTMENT ADVISORS LLC
Guaynabo, PR
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787-671-4763
MISSION PRIME LLC
Guaynabo, PR
AUM
$2.35B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-487-5843
Full profileNo website
BLUHAUS CAPITAL MANAGEMENT LLC
Guaynabo, PR
AUM
$230.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
787-708-6747
Full profileNo website
VAUBAN WEALTH MANAGEMENT
Guaynabo, PR
AUM
$181.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-787-425-0035/0036
Full profileNo website
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-919-7788
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
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