Unclaimed Profile

Alejandro Joel Valencia

SAN JUAN ASSET MANAGEMENT, INC.·SAN JUAN, Puerto Rico

Clean recordSAN JUAN ASSET MANAGEMENT, INC.

1519 PONCE DE LEON AVENUE SUITE 1501, SAN JUAN, PR 00909-1724CRD# 3117996Firm CRD# 138046

Profile Verification

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

Identity

Alejandro Joel Valencia · SAN JUAN, PR

Registration

CRD #3117996 · SAN JUAN ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alejandro Joel Valencia is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with SAN JUAN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SAN JUAN ASSET MANAGEMENT, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAN JUAN ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3117996

Firm CRD# 138046

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Frequently Asked Questions

What services does Alejandro Joel Valencia offer?

Alejandro Joel Valencia specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Alejandro Joel Valencia's credentials?

Alejandro Joel Valencia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alejandro Joel Valencia located?

Alejandro Joel Valencia is based in SAN JUAN, Puerto Rico, working with SAN JUAN ASSET MANAGEMENT, INC.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Alejandro Joel Valencia charge for services?

Alejandro Joel Valencia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAN JUAN ASSET MANAGEMENT, INC.?

SAN JUAN ASSET MANAGEMENT, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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