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ADRIAN DAY ASSET MANAGEMENT
DORADO, PR
410-224-2037
SEC #801-39145Total AUM
$221.6M
Employees
3Clients
153Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
LOTS 81-82, STREET C, STE. 206
DORADO
PR 00646
United States
DORADO
PR 00646
United States
Operating Hours
10 A.M. TO 4 P.M.
Monday - Friday
Monday - Friday
Phone
410-224-2037
Other Offices
1
Financials
Total AUM
$221.6M
Accounts
234Discretionary
$221.6M
Accounts
234Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
65AUM
$23.3M
HNW Individual Clients
69AUM
$188.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
12AUM
$8.9M
Charitable Organization Clients
1AUM
$1.1M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLLANYPRTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.