Unclaimed Profile

Jose Gualberto Nater

X-SQUARE CAPITAL, INC.·HATO REY, Puerto Rico

Clean recordX-SQUARE CAPITAL, INC.

POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 5603430Firm CRD# 167237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jose Gualberto Nater · HATO REY, PR

Registration

CRD #5603430 · X-SQUARE CAPITAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jose Gualberto Nater is a registered financial advisor based in HATO REY, Puerto Rico, affiliated with X-SQUARE CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

X-SQUARE CAPITAL, LLC

X-SQUARE CAPITAL

AUM

$424M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Other: AD HOC EXPERT CONSULTING FEES

Regulatory

SEC/IARD CRD# 5603430

Firm CRD# 167237

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jose Gualberto Nater offer?

Jose Gualberto Nater specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.

What are Jose Gualberto Nater's credentials?

Jose Gualberto Nater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Gualberto Nater located?

Jose Gualberto Nater is based in HATO REY, Puerto Rico, working with X-SQUARE CAPITAL, INC.. Their office serves clients in the HATO REY metropolitan area and surrounding communities.

How does Jose Gualberto Nater charge for services?

Jose Gualberto Nater'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, INC.?

X-SQUARE CAPITAL, INC. 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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