X-square Capital

X-square Capital (CRD# 167237) is a financial advisory firm headquartered in Hato Rey, PR. They manage $137,086,740 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $9,791,910
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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 X-square Capital
Showing 1 - 7 of 7 top financial advisors.
1
Ignacio M. Canto
CRD#: 4689916
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
93
Wealthminder
score

Ignacio Canto (CRD# 4689916) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 10 years of experience in the finance industry.

2
Manuel A. Moreda
CRD#: 5407427
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
93
Wealthminder
score

Manuel Moreda (CRD# 5407427) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 8 years of experience in the finance industry.

3
James A. Rodriguez Colom
CRD#: 1196370
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
93
Wealthminder
score

James Rodriguez Colom (CRD# 1196370) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 18 years of experience in the finance industry.

4
Jose G. Nater
CRD#: 5603430
Toa Alta, PR
89
Wealthminder
score

Jose Nater (CRD# 5603430) is an Investment Advisor Representative working at X-square Capital in Toa Alta, PR and has over 4 years of experience in the finance industry.

5
Gabriel A. Medina
CRD#: 6541317
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
87
Wealthminder
score

Gabriel Medina (CRD# 6541317) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 2 years of experience in the finance industry.

6
Roberto J. Prohias Fernandez
CRD#: 6519475
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
87
Wealthminder
score

Roberto Prohias Fernandez (CRD# 6519475) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 2 years of experience in the finance industry.

7
Salvador J. Gomez-Carbia
CRD#: 2096119
Popular Center Building, 209 Munoz Rivera, Suite 1111, Hato Rey, PR 00918
83
Wealthminder
score

Salvador Gomez-Carbia (CRD# 2096119) is an Investment Advisor Representative working at X-square Capital in Hato Rey, PR and has over 17 years of experience in the finance industry.

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