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VAUBAN WEALTH MANAGEMENT
VAUBAN WEALTH MANAGEMENT
GUAYNABO, Puerto Rico
·
2 registered advisors
·
CRD# 305222
SEC# 801-117622
0
1-787-425-0035/0036
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 Management
Wealth Management
04
Advisors at VAUBAN WEALTH MANAGEMENT
2 registered advisors
Goel Andres Velazquez Rosa
GUAYNABO, Puerto Rico
CRD# 7189134
Hubert Jean Andre Francois-Poncet
GUAYNABO, Puerto Rico
CRD# 6695130
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
.