CONSULTIVA WEALTH MANAGEMENT, CORP. - Financial Advisor in Puerto Rico, San Juan

Tel: 787-763-5868 American International Plaza 250 Ave. MuÃOz Rivera, Suite 1420 San Juan, Puerto Rico 00918

About CONSULTIVA WEALTH MANAGEMENT, CORP.

CONSULTIVA WEALTH MANAGEMENT, CORP. is a San Juan, Puerto Rico based financial advisory firm with nearly $466,303,537 in assets under management and provides investment advisory services for 143 clients. There are currently 27 financial advisors at the firm.

General Information

Firm CRD#:

111846

Firm SEC#:

801-57175

Assets Under Management:

$466,303,537

No. of Clients:

143

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (PROVIDE PERIODIC PERFORMANCE REPORTS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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