San Juan Asset Management, Inc.

San Juan Asset Management, Inc. (CRD# 138046) is a financial advisory firm headquartered in San Juan, PR. They manage $60,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $5,454,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment 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.

PR

Financial Advisors at San Juan Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Maricarmen Crespo
CRD#: 2802774
1519 Ponce De Leon Avenue Suite 1501, First Bank Building, San Juan, PR 00909
93
Wealthminder
score

Maricarmen Crespo (CRD# 2802774) is an Investment Advisor Representative working at San Juan Asset Management, Inc. in San Juan, PR and has over 15 years of experience in the finance industry.

2
Fernando J. Padro
CRD#: 3020788
1519 Ponce De Leon Avenue Suite 1501, First Bank Building, San Juan, PR 00909
93
Wealthminder
score

Fernando Padro (CRD# 3020788) is an Investment Advisor Representative working at San Juan Asset Management, Inc. in San Juan, PR and has over 17 years of experience in the finance industry.

3
Jose A. Vizcarrondo
CRD#: 1684200
1519 Ponce De Leon Avenue Suite 1501, First Bank Building, San Juan, PR 00909
87
Wealthminder
score

Jose Vizcarrondo (CRD# 1684200) is an Investment Advisor Representative working at San Juan Asset Management, Inc. in San Juan, PR and has 1 year of experience in the finance industry.

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