APPLIED FINANCE CAPITAL MANAGEMENT, LLC - Financial Advisor in Puerto Rico, San Juan

Tel: 800-673-0400 53 Calle Palmeras Suite 601 San Juan, Puerto Rico 00901

About APPLIED FINANCE CAPITAL MANAGEMENT, LLC

APPLIED FINANCE CAPITAL MANAGEMENT, LLC is a San Juan, Puerto Rico based financial advisory firm with nearly $4,385,973,905 in assets under management and provides investment advisory services for 3147 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

226755

Firm SEC#:

801-98338

Assets Under Management:

$4,385,973,905

No. of Clients:

3147

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO TRADING MODELS)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Puerto Rico?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Puerto Rico, San Juan

FirmCRD#:139895

SEC#:801-66886

No. of Advisors:12

No. of Clients:18

AUM:$7,908,935,832

FirmCRD#:311371

SEC#:801-120030

No. of Advisors:1

No. of Clients:2

AUM:$2,584,254,305

FirmCRD#:111452

SEC#:801-60176

No. of Advisors:12

No. of Clients:11

AUM:$2,218,085,727

FirmCRD#:313653

SEC#:801-120872

No. of Advisors:11

No. of Clients:12

AUM:$2,106,631,943

FirmCRD#:313696

SEC#:801-120846

No. of Advisors:11

No. of Clients:24

AUM:$1,814,755,800

FirmCRD#:312519

SEC#:801-120433

No. of Advisors:22

No. of Clients:8

AUM:$1,618,771,160

FirmCRD#:289222

SEC#:801-112451

No. of Advisors:5

No. of Clients:14

AUM:$1,213,688,874

FirmCRD#:170679

SEC#:801-79616

No. of Advisors:10

No. of Clients:7

AUM:$728,151,543

FirmCRD#:322024

SEC#:801-126361

No. of Advisors:5

No. of Clients:3

AUM:$666,407,711

FirmCRD#:307441

SEC#:801-118150

No. of Advisors:34

No. of Clients:10

AUM:$646,983,554

FirmCRD#:304581

SEC#:801-116978

No. of Advisors:4

No. of Clients:4

AUM:$485,982,966

FirmCRD#:111846

SEC#:801-57175

No. of Advisors:27

No. of Clients:143

AUM:$466,303,537

FirmCRD#:173070

SEC#:801-112925

No. of Advisors:9

No. of Clients:378

AUM:$428,880,000

FirmCRD#:194513

SEC#:801-121818

No. of Advisors:16

No. of Clients:272

AUM:$318,389,059

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CATALYST CAPITAL ADVISORS LLC

139895

801-66886

$7,908,935,832

ENHANCED PK SERVICES, LLC

311371

801-120030

$2,584,254,305

RATIONAL ADVISORS, INC.

111452

801-60176

$2,218,085,727

POPULAR ASSET MANAGEMENT

313653

801-120872

$2,106,631,943

UBS ASSET MANAGERS OF PUERTO RICO

313696

801-120846

$1,814,755,800

DARK FOREST CAPITAL MANAGEMENT LP

312519

801-120433

$1,618,771,160

LINSE CAPITAL LLC

289222

801-112451

$1,213,688,874

ALPHACENTRIC ADVISORS LLC

170679

801-79616

$728,151,543

LONG FOCUS CAPITAL MANAGEMENT LLC

322024

801-126361

$666,407,711

TC LATIN AMERICA PARTNERS LLC

307441

801-118150

$646,983,554

CELERES CAPITAL ADVISORS, LLC

304581

801-116978

$485,982,966

CONSULTIVA WEALTH MANAGEMENT, CORP.

111846

801-57175

143

$466,303,537

ATON FINANCIAL LLC

173070

801-112925

378

$428,880,000

PARLIAMENT CAPITAL MANAGEMENT, LLC

194513

801-121818

272

$318,389,059

Explore More Financial Advisor Firms in San Juan, Puerto Rico >>