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Building 2VAUBAN WEALTH MANAGEMENT

Map pinGUAYNABO, PR
Phone1-787-425-0035/0036
NotebookSEC #801-117622
Total AUM
$181.2M
Employees
2
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LOT K-2 MARGINAL STREET SUITE 201
OASIS GARDENS DEVELOPMENT
GUAYNABO
PR 00969
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-787-425-0035/0036

ReceiptFinancials

Total AUM
$181.2M
Accounts
59
Discretionary
$27.4M
Accounts
29
Non-Discretionary
$153.8M
Accounts
30

ContactClients

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Individual Clients
28
AUM
$10.7M
HNW Individual Clients
29
AUM
$166M
Corporation or Business Clients
2
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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