VAUBAN WEALTH MANAGEMENT - Financial Advisor in Puerto Rico, Guaynabo

Tel: 1-787-425-0035/0036 Lot K-2 Marginal Street Suite 201 Oasis Gardens Development Guaynabo, Puerto Rico 00969

About VAUBAN WEALTH MANAGEMENT

VAUBAN WEALTH MANAGEMENT is a Guaynabo, Puerto Rico based financial advisory firm with nearly $146,344,769 in assets under management and provides investment advisory services for 51 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

305222

Firm SEC#:

801-117622

Assets Under Management:

$146,344,769

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees

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