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Cristina Marie Perez Franceschini

X-SQUARE CAPITAL, LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
CENTRO INTERNACIONAL DE MERCADEO II, GUAYNABO, PR 00968CRD# 7562251Firm CRD# 167237
01

About

Cristina Marie Perez Franceschini is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with X-SQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
X-SQUARE CAPITAL, LLC
X-SQUARE CAPITAL
AUM
$424M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at X-SQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AD HOC EXPERT CONSULTING FEES
Regulatory
SEC/IARD CRD# 7562251
Firm CRD# 167237
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cristina Marie Perez Franceschini offer?
Cristina Marie Perez Franceschini specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Cristina Marie Perez Franceschini's credentials?
Cristina Marie Perez Franceschini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristina Marie Perez Franceschini located?
Cristina Marie Perez Franceschini is based in GUAYNABO, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Cristina Marie Perez Franceschini charge for services?
Cristina Marie Perez Franceschini's firm is compensated through percentage of aum, performance-based fees, other: ad hoc expert consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X-SQUARE CAPITAL, LLC?
X-SQUARE CAPITAL, LLC has approximately 7 employees and manages $424M 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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