Applied Finance Capital Management, LLC

Applied Finance Capital Management, LLC (CRD# 226755) is a financial advisory firm headquartered in San Juan, PR. They manage $3,010,787,379 in 2,245 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
53 Calle Palmeras, Suite 601, San Juan, PR 00901
https://appliedfinance.com
By the Numbers
  • Total Assets Under Management
    3,011
    MILLION
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $1,341,108
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Applied Finance Capital Management, LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals