Pariter Wealth Management Group LLC

Pariter Wealth Management Group LLC (CRD# 146622) is a financial advisory firm headquartered in Guaynabo, PR. They manage $17,650,528 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
243 Carretera #2, Guaynabo, PR 00966
http://www.pariterwmg.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $346,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Pariter Wealth Management Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Braulio Nieves Roman, financial advisor Guaynabo PR
Braulio L. Nieves Roman
CRD#: 4314517
243 Carretera #2, Guaynabo, PR 00966
Braulio Nieves Roman (CRD# 4314517) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 13 years of experience in the finance industry.
2
Francisco Rivera Fernandez, financial advisor Guaynabo PR
Francisco J. Rivera Fernandez
CRD#: 2303039
243 Carretera #2, Guaynabo, PR 00966

Francisco Rivera Fernandez (CRD# 2303039) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 24 years of experience in the finance industry.

3
Eduardo Sotomayor Alamo, financial advisor Guaynabo PR
Eduardo Sotomayor Alamo
CRD#: 4479048
243 Carretera #2, Guaynabo, PR 00966

Eduardo Sotomayor Alamo (CRD# 4479048) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 6 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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