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Ruben Antonio Tapia Vargas

X-SQUARE CAPITAL, LLC·HATO REY, Puerto Rico
Unclaimed Profile
POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 5407600Firm CRD# 167237
01

About

Ruben Antonio Tapia Vargas is a registered financial advisor based in HATO REY, 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# 5407600
Firm CRD# 167237
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ruben Antonio Tapia Vargas offer?
Ruben Antonio Tapia Vargas specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Ruben Antonio Tapia Vargas's credentials?
Ruben Antonio Tapia Vargas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ruben Antonio Tapia Vargas located?
Ruben Antonio Tapia Vargas is based in HATO REY, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.
How does Ruben Antonio Tapia Vargas charge for services?
Ruben Antonio Tapia Vargas'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 HATO REY
Manuel Antonio Moreda — X-SQUARE CAPITAL, LLCGregory Kaufman — POPULAR SECURITIES, LLCMarla Marie Acosta-Ashby — POPULAR SECURITIES, LLCRosa Angela Colon Ortiz — POPULAR SECURITIES, LLCJose Gualberto Nater — X-SQUARE CAPITAL, INC.
Nearby cities in Puerto Rico
SAN JUAN (212)GUAYNABO (84)DORADO (20)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideGUAYNABO GuideDORADO GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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