SAN JUAN ASSET MANAGEMENT, INC.

SAN JUAN, Puerto Rico·12 registered advisors·CRD# 138046
SEC# 801-652201787-523-1655
01

Firm Overview

AUM
Regulatory assets under management
Employees
1
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SAN JUAN ASSET MANAGEMENT, INC.

12 registered advisors
Alejandro Joel Valencia
SAN JUAN, Puerto Rico
Denisse Morel Rodriguez
SAN JUAN, Puerto Rico
Fernando Jorge Padro
SAN JUAN, Puerto Rico
Gabriel Viera
SAN JUAN, Puerto Rico
Georgina Vega
SAN JUAN, Puerto Rico
Herandi Caro
SAN JUAN, Puerto Rico
James Arthur Rodriguez Colom
SAN JUAN, Puerto Rico
Leroy Camero
SAN JUAN, Puerto Rico
Nelson Andres Barragan
SAN JUAN, Puerto Rico
Nelson Oscar Ortiz Cortes
SAN JUAN, Puerto Rico
Ricardo L. Torres
SAN JUAN, Puerto Rico
Yaribell Toledo
SAN JUAN, Puerto Rico
05

Office Locations

SAN JUAN, Puerto Rico
12 advisors

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Data sourced from SEC Form ADV filings. SAN JUAN ASSET MANAGEMENT, INC. (CRD# 138046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.