Unclaimed Profile

Edmundo Javier Garza

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico

CONSULTIVA WEALTH MANAGEMENT, CORP.

AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 2159416Firm CRD# 111846

Profile Verification

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

Identity

Edmundo Javier Garza · SAN JUAN, PR

Registration

CRD #2159416 · CONSULTIVA WEALTH MANAGEMENT, CORP.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

AUM

$466M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2159416

Firm CRD# 111846

View on FINRA BrokerCheck →

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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.

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