CONSULTIVA WEALTH MANAGEMENT, CORP.

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

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)

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