4/26 Retirement Income Planning & Wealth Management, LLC

4/26 Retirement Income Planning & Wealth Management, LLC (CRD# 312258) is a financial advisory firm headquartered in Guaynabo, PR. They manage $14,120,018 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1510 Roosevelt Ave, 9th Floor, Guaynabo, PR 00968
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $427,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at 4/26 Retirement Income Planning & Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ramon Rivera-Ramos, financial advisor Guaynabo PR
Ramon A. Rivera-Ramos
CRD#: 2577751
1510 Roosevelt Ave, 9th Floor, Guaynabo, PR 00968

Ramon Rivera-Ramos (CRD# 2577751) is an Investment Advisor Representative working at 4/26 Retirement Income Planning & Wealth Management, LLC in Guaynabo, PR and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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