AdvisorOS Directory
Claim Profile
EG

Edmundo Javier Garza

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico
Unclaimed Profile
AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 2159416Firm CRD# 111846
01

About

Edmundo Javier Garza is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with CONSULTIVA WEALTH MANAGEMENT, CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA WEALTH MANAGEMENT, CORP.
AUM
$466M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at CONSULTIVA WEALTH MANAGEMENT, CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2159416
Firm CRD# 111846
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JUAN?

Browse all registered financial advisors in SAN JUAN, Puerto Rico or claim this profile if it's yours.

Browse SAN JUAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edmundo Javier Garza offer?
Edmundo Javier Garza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Edmundo Javier Garza's credentials?
Edmundo Javier Garza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmundo Javier Garza located?
Edmundo Javier Garza is based in SAN JUAN, Puerto Rico, working with CONSULTIVA WEALTH MANAGEMENT, CORP.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Edmundo Javier Garza charge for services?
Edmundo Javier Garza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSULTIVA WEALTH MANAGEMENT, CORP.?
CONSULTIVA WEALTH MANAGEMENT, CORP. has approximately 27 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONSULTIVA WEALTH MANAGEMENT, CORP.

Diana Torres Rivera
SAN JUAN, PR
David Allan Wasitowski
SAN JUAN, PR
Evangeline Maria Davila
SAN JUAN, PR
Luis Alfonso Marino
SAN JUAN, PR
Sonia Vazquez
SAN JUAN, PR

More Advisors in SAN JUAN, Puerto Rico

Eduardo Felipe Ballori
VAB ADVISORS, LLC.·SAN JUAN, PR
Thomas Peter Civitano
VAB ADVISORS, LLC.·SAN JUAN, PR
Gabriel R Jimenez
RIOBLANCO PARTNERS, LLC·SAN JUAN, PR
Damon Woodman Vickers
NINE POINTS CAPITAL ADVISORS LLC·SAN JUAN, PR
Emmanuel Loubriel
JIRAU CAPITAL MANAGEMENT LLC·SAN JUAN, PR
Frank Peter Vasquez
VAB ADVISORS, LLC.·SAN JUAN, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)SAN SEBASTIAN (3)CAGUAS (2)LUGUILLO (2)GURABO (1)HATILLO (1)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Request removal of this profile