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Maribel M. Ortiz Castro

PARLIAMENT CAPITAL MANAGEMENT, LLC·SAN JUAN, Puerto Rico
Clean record6 years registeredPARLIAMENT CAPITAL MANAGEMENT, LLC
1511 PONCE DE LEON AVE., SAN JUAN, PR 00909CRD# 4831459Firm CRD# 194513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maribel M. Ortiz Castro · SAN JUAN, PR
Registration
CRD #4831459 · PARLIAMENT CAPITAL MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

PARLIAMENT CAPITAL MANAGEMENT, LLC
Aug 2019 – present
02

Registrations & Exams

Registration record
First registered · August 22, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARLIAMENT CAPITAL MANAGEMENT, LLC
CRD 194513 · SEC 801-121818
AUM
$318M
Regulatory assets under management
Employees
16
272 client accounts
Services offered by PARLIAMENT CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PARLIAMENT CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Maribel M. Ortiz Castro offer?
Maribel M. Ortiz Castro specializes in Retirement Planning. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Maribel M. Ortiz Castro's credentials?
Maribel M. Ortiz Castro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maribel M. Ortiz Castro located?
Maribel M. Ortiz Castro is based in SAN JUAN, Puerto Rico, working with PARLIAMENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Maribel M. Ortiz Castro charge for services?
Maribel M. Ortiz Castro'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 PARLIAMENT CAPITAL MANAGEMENT, LLC?
PARLIAMENT CAPITAL MANAGEMENT, LLC has approximately 16 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SAN JUAN, PR
Wilnerys Alvarez-Rivera
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Nearby cities in Puerto Rico
GUAYNABO (35)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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