San Juan Investments LLC

San Juan Investments LLC (CRD# 205514) is a financial advisory firm headquartered in Coral Gables, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.


Financial Advisors at San Juan Investments LLC
Showing 1 - 1 of 1 top financial advisors.
Daniel Herrera
CRD#: 6487539
1600 Ponce De Leon Blvd, Suite 1001, Coral Gables, FL 33134

Daniel Herrera (CRD# 6487539) is an Investment Advisor Representative working at San Juan Investments LLC in Coral Gables, FL and has 1 year of experience in the finance industry.

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