Unclaimed Profile

David Galarza-Sosa

GAMMA ASSET MANAGEMENT LLC·SAN JUAN, Puerto Rico

Clean recordGAMMA ASSET MANAGEMENT LLC

EDIFICIO OCHOA 500 CALLE DE LA TANCA, SAN JUAN, PR 00901-1969CRD# 5221334Firm CRD# 300050

Profile Verification

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

Identity

David Galarza-Sosa · SAN JUAN, PR

Registration

CRD #5221334 · GAMMA ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Galarza-Sosa is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with GAMMA ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GAMMA ASSET MANAGEMENT LLC

AUM

$244M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GAMMA ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5221334

Firm CRD# 300050

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Galarza-Sosa offer?

David Galarza-Sosa specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are David Galarza-Sosa's credentials?

David Galarza-Sosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Galarza-Sosa located?

David Galarza-Sosa is based in SAN JUAN, Puerto Rico, working with GAMMA ASSET MANAGEMENT LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does David Galarza-Sosa charge for services?

David Galarza-Sosa'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 GAMMA ASSET MANAGEMENT LLC?

GAMMA ASSET MANAGEMENT LLC has approximately 10 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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