Euro Pacific Asset Management, LLC

Euro Pacific Asset Management, LLC (CRD# 152922) is a financial advisory firm headquartered in Dorado, PR. They manage $742,249,005 in 2,466 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    742
    MILLION
  • Total Number of Accounts
    2,466
    ACCOUNTS
  • Average Account Value
    $300,993
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

Financial Advisors at Euro Pacific Asset Management, LLC
Showing 1 - 10 of 10 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
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 10 years of experience in the finance industry.

3
Luke S. Allen
CRD#: 5860433
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
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.

4
Andrew R. Cathie
CRD#: 5936188
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Andrew Cathie (CRD# 5936188) 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.

5
Andrew R. Marshall
CRD#: 5934770
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Andrew Marshall (CRD# 5934770) 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.

6
Michael S. Milne
CRD#: 5934771
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Michael Milne (CRD# 5934771) 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.

7
Patrick B. Rien
CRD#: 4853653
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Patrick Rien (CRD# 4853653) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has 1 year of experience in the finance industry.

8
Mark S. Somerville-Ryan
CRD#: 6564198
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Mark Somerville-Ryan (CRD# 6564198) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has 1 year of experience in the finance industry.

9
William T. Stevens
CRD#: 3035386
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

William Stevens (CRD# 3035386) 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.

10
Gretchen R. Williamson
CRD#: 6010982
Lots 81-82, Street C, Suite 204, Dorado, PR 00646
90
Wealthminder
score

Gretchen Williamson (CRD# 6010982) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.