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Building 2PARITER WEALTH MANAGEMENT GROUP LLC

Map pinGUAYNABO, PR
Phone787-781-2555
NotebookSEC #801-69079
Total AUM
$41.2M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
243 CARRETERA #2
GUAYNABO
PR 00966-1915
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
787-781-2555

ReceiptFinancials

Total AUM
$41.2M
Accounts
144
Discretionary
$37.9M
Accounts
142
Non-Discretionary
$3.3M
Accounts
2

ContactClients

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Individual Clients
32
AUM
$12.8M
HNW Individual Clients
50
AUM
$7.7M
Pension/Profit Sharing Plan Clients
45
AUM
$8.3M
Corporation or Business Clients
6
AUM
$4.8M
Other Clients
11
AUM
$7.6M
Description of Other Clients
MANAGED ACCOUNT (MONEY MANAGERS)

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLMAPRTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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