Euro Pacific Asset Management, LLC

Euro Pacific Asset Management, LLC (CRD# 152922) is a financial advisory firm headquartered in Dorado, PR. They manage $680,398,335 in 2,494 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    680
    MILLION
  • Total Number of Accounts
    2,494
    ACCOUNTS
  • Average Account Value
    $272,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Euro Pacific Asset Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
James R. Nelson
CRD#: 5389867
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
96
Wealthminder
score

James Nelson (CRD# 5389867) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 10 years of experience in the finance industry.

2
Luke S. Allen
CRD#: 5860433
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
93
Wealthminder
score

Luke Allen (CRD# 5860433) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 6 years of experience in the finance industry.

3
Andrew R. Cathie
CRD#: 5936188
36 Customhouse Quay, Wellington, 6011
93
Wealthminder
score

Andrew Cathie (CRD# 5936188) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Wellington, and has over 6 years of experience in the finance industry.

4
Stephen G. Kleckner
CRD#: 4834755
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
93
Wealthminder
score

Stephen Kleckner (CRD# 4834755) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 11 years of experience in the finance industry.

5
Andrew R. Marshall
CRD#: 5934770
158 Cameron Road, Tauranga, 3141
93
Wealthminder
score

Andrew Marshall (CRD# 5934770) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Tauranga, and has over 6 years of experience in the finance industry.

6
Michael S. Milne
CRD#: 5934771
330 Moray Place, Dunedin, 9016
93
Wealthminder
score

Michael Milne (CRD# 5934771) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dunedin, and has over 6 years of experience in the finance industry.

7
William T. Stevens
CRD#: 3035386
48 Shorthand Street, Auckland, 1050
93
Wealthminder
score

William Stevens (CRD# 3035386) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Auckland, and has over 6 years of experience in the finance industry.

8
Gretchen R. Williamson
CRD#: 6010982
48 Shortland Street, Auckland, 1010
93
Wealthminder
score

Gretchen Williamson (CRD# 6010982) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Auckland, and has over 6 years of experience in the finance industry.

9
Fraser J. Pease
CRD#: 4707750
Level 4, Pwc Centre, Cnr Anglesea And Ward Streets, Hamilton Central, Hamilton, 3204
90
Wealthminder
score

Fraser Pease (CRD# 4707750) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Hamilton Central, Hamilton, and has 1 year of experience in the finance industry.

10
Sandra L. Quemba Vejarano
CRD#: 6890013
Level 32, Vero Centre, 48 Shortland Street, Auckland Central, Auckland, 1010
90
Wealthminder
score

Sandra Quemba Vejarano (CRD# 6890013) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Auckland Central, Auckland, and has 1 year of experience in the finance industry.

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