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Carlos Andres Vina-Toro

THE PHOENIX FUND ADVISOR LLC·GUAYNABO, Puerto Rico
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VILLA CAPARRA, 243 PR STATE ROAD NO. 2, GUAYNABO, PR 00969CRD# 6956941Firm CRD# 316384
01

About

Carlos Andres Vina-Toro is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with THE PHOENIX FUND ADVISOR 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
THE PHOENIX FUND ADVISOR LLC
THE PHOENIX FUND ADVISOR LLC
AUM
$604M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at THE PHOENIX FUND ADVISOR LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 6956941
Firm CRD# 316384
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlos Andres Vina-Toro offer?
Carlos Andres Vina-Toro specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Carlos Andres Vina-Toro's credentials?
Carlos Andres Vina-Toro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Andres Vina-Toro located?
Carlos Andres Vina-Toro is based in GUAYNABO, Puerto Rico, working with THE PHOENIX FUND ADVISOR LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Carlos Andres Vina-Toro charge for services?
Carlos Andres Vina-Toro's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PHOENIX FUND ADVISOR LLC?
THE PHOENIX FUND ADVISOR LLC has approximately 15 employees and manages $604M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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