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Building 2CHAPEL BRIDGE WEALTH ADVISORS

Map pinSAN JUAN, PR
Phone614-552-8200
NotebookSEC #801-125816
Total AUM
$273.6M
Employees
3
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 PALMERAS STREET
SUITE 601
SAN JUAN
PR 00901
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
614-552-8200
Other Offices
2

ReceiptFinancials

Total AUM
$273.6M
Accounts
233
Discretionary
$272.8M
Accounts
232
Non-Discretionary
$838.1K
Accounts
1

ContactClients

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Individual Clients
8
AUM
$2.2M
HNW Individual Clients
9
AUM
$198M
Pooled Vehicle Clients
1
AUM
$6.9M
Charitable Organization Clients
3
AUM
$1.6M
Other Clients
4
AUM
$64.9M
Description of Other Clients
FAMILY PARTNERSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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