X-SQUARE CAPITAL - Financial Advisor in Puerto Rico, Guaynabo

Tel: 787-282-1621 Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803 Guaynabo, Puerto Rico 00968

About X-SQUARE CAPITAL

X-SQUARE CAPITAL is a Guaynabo, Puerto Rico based financial advisory firm with nearly $423,636,050 in assets under management and provides investment advisory services for 220 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

167237

Firm SEC#:

801-88171

Assets Under Management:

$423,636,050

No. of Clients:

220

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based, Other (AD HOC EXPERT CONSULTING FEES)

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