TALON LLC
San Juan, PR
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PR, SAN JUAN
12 advisers found
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
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
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
CHAPEL BRIDGE WEALTH ADVISORS
San Juan, PR
AUM
$273.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-552-8200
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
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