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Building 2THINKBETTER

Map pinLUGUILLO, PR
Phone402-516-2605
NotebookSEC #801-119275
Total AUM
$174.5M
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 ST CARRENTA HACIENDA MARGARITA
LUGUILLO
PR 00773
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
402-516-2605
Other Offices
2

ReceiptFinancials

Total AUM
$174.5M
Accounts
9
Discretionary
$32.7M
Accounts
2
Non-Discretionary
$141.7M
Accounts
7

ContactClients

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Individual Clients
1
AUM
$5.1M
Investment Company Clients
2
AUM
$27.6M
Corporation or Business Clients
7
AUM
$141.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPR

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

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