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Edward Christian Bertelsen

THINKBETTER GROUP LLC·LUGUILLO, Puerto Rico
Unclaimed Profile
110 ST CARRENTA HACIENDA MARGARITA, LUGUILLO, PR 00773CRD# 2253600Firm CRD# 300530
01

About

Edward Christian Bertelsen is a registered financial advisor based in LUGUILLO, Puerto Rico, affiliated with THINKBETTER GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
THINKBETTER GROUP LLC
THINKBETTER
AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THINKBETTER GROUP LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2253600
Firm CRD# 300530
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Christian Bertelsen offer?
Edward Christian Bertelsen specializes in Investment Management, Wealth Management. Contact their office in LUGUILLO, Puerto Rico for a consultation.
What are Edward Christian Bertelsen's credentials?
Edward Christian Bertelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Christian Bertelsen located?
Edward Christian Bertelsen is based in LUGUILLO, Puerto Rico, working with THINKBETTER GROUP LLC. Their office serves clients in the LUGUILLO metropolitan area and surrounding communities.
How does Edward Christian Bertelsen charge for services?
Edward Christian Bertelsen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THINKBETTER GROUP LLC?
THINKBETTER GROUP LLC has approximately 3 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LUGUILLO
Sava Mark Belanian — THINKBETTER GROUP LLC
Nearby cities in Puerto Rico
SAN JUAN (212)GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)
City Guides
SAN JUAN GuideGUAYNABO GuideDORADO GuideHATO REY GuidePONCE Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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