VAUBAN WEALTH MANAGEMENT

GUAYNABO, Puerto Rico·2 registered advisors·CRD# 305222
SEC# 801-11762201-787-425-0035/0036
01

Firm Overview

AUM
$146M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at VAUBAN WEALTH MANAGEMENT

2 registered advisors
Goel Andres Velazquez Rosa
GUAYNABO, Puerto Rico
Hubert Jean Andre Francois-Poncet
GUAYNABO, Puerto Rico
05

Office Locations

GUAYNABO, Puerto Rico
2 advisors

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Data sourced from SEC Form ADV filings. VAUBAN WEALTH MANAGEMENT (CRD# 305222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.