MAWER INVESTMENT MANAGEMENT LTD.
Calgary, Alberta, PR
AUM
$40.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
403-262-4673
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PR
72 advisers found
CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
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
POPULAR SECURITIES, LLC
Hato Rey, PR
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
51-100
Fees
Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
787-758-7400
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
SWAN GLOBAL MANAGEMENT
Humacao, PR
AUM
$2.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
970-382-9055
TROLUCE CAPITAL ADVISORS LLC
Dorado, PR
AUM
$2.24B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-347-8801
EURO PACIFIC ASSET MANAGEMENT, LLC
Dorado, PR
AUM
$2.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
1-866-878-2881
PLEASANT LAKE PARTNERS LLC
Rincon, PR
AUM
$2.06B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-363-4458
LINSE CAPITAL LLC
San Juan, PR
AUM
$1.71B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-298-5350
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
AUM
$1.28B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466193629
PARLIAMENT CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$1.15B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(787) 200-9004
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
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
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
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
THE PHOENIX FUND ADVISOR LLC
Guaynabo, PR
AUM
$596.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Performance-based fees
787-510-6600
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
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