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Goel Andres Velazquez Rosa

VAUBAN WEALTH MANAGEMENT·GUAYNABO, Puerto Rico
Unclaimed Profile
LOT K-2 MARGINAL STREET SUITE 201, GUAYNABO, PR 00969CRD# 7189134Firm CRD# 305222
01

About

Goel Andres Velazquez Rosa is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with VAUBAN WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
VAUBAN WEALTH MANAGEMENT
VAUBAN WEALTH MANAGEMENT
AUM
$146M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at VAUBAN WEALTH MANAGEMENT →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7189134
Firm CRD# 305222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Goel Andres Velazquez Rosa offer?
Goel Andres Velazquez Rosa specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Goel Andres Velazquez Rosa's credentials?
Goel Andres Velazquez Rosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Goel Andres Velazquez Rosa located?
Goel Andres Velazquez Rosa is based in GUAYNABO, Puerto Rico, working with VAUBAN WEALTH MANAGEMENT. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Goel Andres Velazquez Rosa charge for services?
Goel Andres Velazquez Rosa's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAUBAN WEALTH MANAGEMENT?
VAUBAN WEALTH MANAGEMENT has approximately 2 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VAUBAN WEALTH MANAGEMENT

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GUAYNABO, PR

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Research
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