APPLIED FINANCE CAPITAL MANAGEMENT, LLC

SAN JUAN, Puerto Rico·3 registered advisors·CRD# 226755
SEC# 801-983380800-673-0400
01

Firm Overview

AUM
$4.4B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at APPLIED FINANCE CAPITAL MANAGEMENT, LLC

3 registered advisors
Daniel James Obrycki
SAN JUAN, Puerto Rico
David Dwain Jones
SAN JUAN, Puerto Rico
Rafael (nmn) Resendes
SAN JUAN, Puerto Rico
05

Office Locations

SAN JUAN, Puerto Rico
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. APPLIED FINANCE CAPITAL MANAGEMENT, LLC (CRD# 226755) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.