PHORCYS INVESTMENT ADVISORS, LLC
Total AUM
$1.2B
Employees
2Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
GAM TOWER
2 TABONUCO STREET, SUITE 200
GUAYNABO
PR 00968
United States
2 TABONUCO STREET, SUITE 200
GUAYNABO
PR 00968
United States
Operating Hours
9AM - 6PM
Monday - Friday
Monday - Friday
Phone
787-979-2163
Financials
Total AUM
$1.2B
Accounts
2Discretionary
$1.2B
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
1AUM
$39.6M
Other Clients
1AUM
$1.2B
Description of Other Clients
AGGREGATED RAUM OF INTEGRATED ADVISORY AFFILIATE CLIENTS AS DESCRIBED ON SCHEDULE D.
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Rule Violation
State Registrations
PR
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.