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Building 2UBS ASSET MANAGERS OF PUERTO RICO

Map pinSAN JUAN, PR
Phone787-773-3888
NotebookSEC #801-120846
Total AUM
$1.4B
Employees
6
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
250 MUNOZ RIVERA AVE.
10TH FL
SAN JUAN
PR 00918
United States
Operating Hours
9:00AM-5:30PM
Monday - Friday
Phone
787-773-3888

ReceiptFinancials

Total AUM
$1.4B
Accounts
19
Discretionary
$1.4B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
19
AUM
$1.4B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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