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Susana Alvarez Paul

TERRACAP MANAGEMENT LLC·BONITA SPRINGS, Florida
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23421 WALDEN CENTER DRIVE, BONITA SPRINGS, FL 34134CRD# 6276285Firm CRD# 169695
01

About

Susana Alvarez Paul is a registered financial advisor based in BONITA SPRINGS, Florida, affiliated with TERRACAP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TERRACAP MANAGEMENT LLC
TERRACAP MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at TERRACAP MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6276285
Firm CRD# 169695
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susana Alvarez Paul offer?
Susana Alvarez Paul specializes in Retirement Planning. Contact their office in BONITA SPRINGS, Florida for a consultation.
What are Susana Alvarez Paul's credentials?
Susana Alvarez Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susana Alvarez Paul located?
Susana Alvarez Paul is based in BONITA SPRINGS, Florida, working with TERRACAP MANAGEMENT LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.
How does Susana Alvarez Paul charge for services?
Susana Alvarez Paul's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TERRACAP MANAGEMENT LLC?
TERRACAP MANAGEMENT LLC has approximately 28 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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