Be advised. This firm is no longer registered.

Valivian Advisors

Valivian Advisors (CRD# 156511) is a financial advisory firm headquartered in San Juan, PR. They manage $115,000,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $57,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, PR

Financial Advisors at Valivian Advisors
No Advisor Found.
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