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Santiago Navio Lorence

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# 6808502Firm CRD# 300050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Santiago Navio Lorence · SAN JUAN, PR
Registration
CRD #6808502 · GAMMA ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Santiago Navio Lorence 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GAMMA ASSET MANAGEMENT LLC
GAMMA ASSET MANAGEMENT LLC
AUM
$244M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GAMMA ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6808502
Firm CRD# 300050
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Santiago Navio Lorence offer?
Santiago Navio Lorence specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Santiago Navio Lorence's credentials?
Santiago Navio Lorence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Santiago Navio Lorence located?
Santiago Navio Lorence 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 Santiago Navio Lorence charge for services?
Santiago Navio Lorence'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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Other Advisors at GAMMA ASSET MANAGEMENT LLC

Manuel Pelayo Troncoso Acebal
SAN JUAN, PR
David Galarza-Sosa
SAN JUAN, PR
Jose Javier Tejada Reynoso
SAN JUAN, PR

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Research
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