CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PR, SAN JUAN
24 advisers found
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$4.44B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-673-0400
POPULAR ASSET MANAGEMENT
San Juan, PR
AUM
$3.71B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-754-4488
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
UBS ASSET MANAGERS OF PUERTO RICO
San Juan, PR
AUM
$1.38B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
787-773-3888
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
CELERES CAPITAL ADVISORS, LLC
San Juan, PR
AUM
$534.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-481-0469
CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, PR
AUM
$532.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
787-763-5868
TC LATIN AMERICA PARTNERS LLC
San Juan, PR
AUM
$529.7M
Wealth MgmtRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-289-3310
ALPHACENTRIC ADVISORS LLC
San Juan, PR
AUM
$433.1M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
6467578387
GAMMA ASSET MANAGEMENT LLC
San Juan, PR
AUM
$424.8M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
787-957-3260
ORIENTAL FINANCIAL SERVICES LLC
San Juan, PR
AUM
$419.6M
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM
787-474-1993
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
ORIENTAL TRUST
San Juan, PR
AUM
$322.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
787-771-6800
ROBOSTRATEGY ADVISORS
San Juan, PR
AUM
$146.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
9298123667
LYON BERN, LLC
San Juan, PR
AUM
$76.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
787-395-7325
ATLANTIS INVESTMENT COACHING, LLC
San Juan, PR
AUM
$58.4M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
MAINSTREET ADVISORS, LLC
San Juan, PR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
787-923-7790
NEGRON-RAMOS LLC
San Juan, PR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
787-363-4787
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
(787) 758-8234
Full profileNo website
SELECT ADVISORY GROUP INC
San Juan, PR
AUM
$80.9M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
787-969-3939
Full profileNo website
DSCQG PR LLC
San Juan, PR
AUM
$14.0M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · LISCENSING +2 more
312-621-7417
Full profileNo website
SAVILE CAPITAL MANAGEMENT LLC
San Juan, PR
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
787-763-5868
Full profileNo website