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Candy B Harmel

GLOBAL STRATEGIC MANAGEMENT INC·SAN JUAN, Puerto Rico
Unclaimed Profile
201A CALLE DE TETUAN SUITE 801, SAN JUAN, PR 00901CRD# 6050043Firm CRD# 105985
01

About

Candy B Harmel is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with GLOBAL STRATEGIC MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
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Firm Overview

Firm
GLOBAL STRATEGIC MANAGEMENT INC
ADRIAN DAY ASSET MANAGEMENT
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GLOBAL STRATEGIC MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6050043
Firm CRD# 105985
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Candy B Harmel offer?
Candy B Harmel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Candy B Harmel's credentials?
Candy B Harmel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Candy B Harmel located?
Candy B Harmel is based in SAN JUAN, Puerto Rico, working with GLOBAL STRATEGIC MANAGEMENT INC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Candy B Harmel charge for services?
Candy B Harmel'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 GLOBAL STRATEGIC MANAGEMENT INC?
GLOBAL STRATEGIC MANAGEMENT INC has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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