Northsight Wealth Management
Northsight Wealth Management (CRD# 284295) is a financial advisory firm headquartered in San Juan, PR. They manage $38,893,501 in 239 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management39MILLION
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Total Number of Accounts239ACCOUNTS
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Average Account Value$162,734
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, PR, TX
Financial Advisors at Northsight Wealth Management
1
Pablo Oliva (CRD# 6164105) is an Investment Advisor Representative working at Northsight Wealth Management in San Juan, PR and has over 10 years of experience in the finance industry.
2
Matthew Vian (CRD# 6332032) is an Investment Advisor Representative working at Northsight Wealth Management in San Juan, PR and has over 9 years of experience in the finance industry.
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