Vauban Wealth Management

Vauban Wealth Management (CRD# 305222) is a financial advisory firm headquartered in Guaynabo, PR. They manage $146,344,769 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $2,869,505
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Vauban Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Goel Velazquez Rosa, financial advisor Guaynabo PR
Goel A. Velazquez Rosa
CRD#: 7189134
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969

Goel Velazquez Rosa (CRD# 7189134) is an Investment Advisor Representative working at Vauban Wealth Management in Guaynabo, PR and has over 4 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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