Chapel Bridge Wealth Advisors

Chapel Bridge Wealth Advisors (CRD# 313295) is a financial advisory firm headquartered in San Juan, PR. They manage $175,402,648 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
53 Palmeras Street, Suite 601, San Juan, PR 00901
http://www.chapelbridge.com/
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $885,872
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PR

Financial Advisors at Chapel Bridge Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Davies, financial advisor San Juan PR
Joseph S. Davies
CRD#: 2510990
53 Palmeras Street, Suite 601, San Juan, PR 00901

Joseph Davies (CRD# 2510990) is an Investment Advisor Representative working at Chapel Bridge Wealth Advisors in San Juan, PR and has over 29 years of experience in the finance industry.

2
Renee Davies, financial advisor San Juan PR
Renee S. Davies
CRD#: 2542603
53 Palmeras Street, Suite 601, San Juan, PR 00901

Renee Davies (CRD# 2542603) is an Investment Advisor Representative working at Chapel Bridge Wealth Advisors in San Juan, 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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