CHAPEL BRIDGE WEALTH ADVISORS

Tel: 614-552-8200 53 Palmeras Street Suite 601 San Juan, Puerto Rico 00901

About CHAPEL BRIDGE WEALTH ADVISORS

CHAPEL BRIDGE WEALTH ADVISORS is a San Juan, Puerto Rico based financial advisory firm with nearly $175,402,648 in assets under management and provides investment advisory services for 198 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

313295

Firm SEC#:

801-125816

Assets Under Management:

$175,402,648

No. of Clients:

198

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (ADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES)

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