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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in PR

72 advisers found

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

Full profileVisit site →

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

ODYSSEAN, LLC

PR

AUM

$373.3M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

203-418-1433

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

TACTICA LLC

PR

AUM

$123.5M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

787-585-8095

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

FRA SERVICES INC.

San Juan, PR

AUM

$69.0M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Subscription fees +2 more

786-536-6118

Full profileNo website

ESI ADVISORS

Ponce, PR

AUM

$1.3M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

787-647-9843

Full profileNo website
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