CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, Puerto Rico
5.0
1 Review
Consultiva Wealth Management, Corp. is a reputable local investment advisory firm based out of San Juan, Puerto Rico. With two offices strategically located in the area, Consultiva Wealth Management, Corp. is committed to providing exceptional financial services to its clients. Boasting a team of 23 dedicated professionals, 11 of whom specialize in investment advisory services, the firm maintains a strong presence in the market.
With an impressive average of approximately $41,170,000 in assets under management per investment advisor, Consultiva Wealth Management, Corp. demonstrates its expertise in managing substantial portfolios...
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Assets Under Mgmt
$452.82M
Investment Professionals
11
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: PROVIDE PERIODIC PERFORMANCE REPORTS
Other Business Activities
Broker-dealer (Registered or unregistered)
Futures Commision Merchant
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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