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SAN JUAN ASSET MANAGEMENT, INC.
SAN JUAN ASSET MANAGEMENT, INC.
SAN JUAN, Puerto Rico
·
12 registered advisors
·
CRD# 138046
SEC# 801-65220
1
787-523-1655
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at SAN JUAN ASSET MANAGEMENT, INC.
12 registered advisors
Alejandro Joel Valencia
SAN JUAN, Puerto Rico
CRD# 3117996
Denisse Morel Rodriguez
SAN JUAN, Puerto Rico
CRD# 6476808
Fernando Jorge Padro
SAN JUAN, Puerto Rico
CRD# 3020788
Gabriel Viera
SAN JUAN, Puerto Rico
CRD# 6787267
Georgina Vega
SAN JUAN, Puerto Rico
CRD# 5651105
Herandi Caro
SAN JUAN, Puerto Rico
CRD# 6684260
James Arthur Rodriguez Colom
SAN JUAN, Puerto Rico
CRD# 1196370
Leroy Camero
SAN JUAN, Puerto Rico
CRD# 5907582
Nelson Andres Barragan
SAN JUAN, Puerto Rico
CRD# 7093375
Nelson Oscar Ortiz Cortes
SAN JUAN, Puerto Rico
CRD# 1092031
Ricardo L. Torres
SAN JUAN, Puerto Rico
CRD# 3028839
Yaribell Toledo
SAN JUAN, Puerto Rico
CRD# 5316660
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
.