X-square Capital

X-square Capital (CRD# 167237) is a financial advisory firm headquartered in Guaynabo, PR. They manage $286,875,158 in 188 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,525,932
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 investment companies (as well as "business development companies")
  • 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
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
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Ignacio Canto (CRD# 4689916) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has over 16 years of experience in the finance industry.

2
Lee D. Cardona Rodriguez
CRD#: 5526032
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Lee Cardona Rodriguez (CRD# 5526032) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has over 14 years of experience in the finance industry.

3
Salvador J. Gomez-Carbia
CRD#: 2096119
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Salvador Gomez-Carbia (CRD# 2096119) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has over 24 years of experience in the finance industry.

4
Gabriel A. Medina
CRD#: 6541317
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Gabriel Medina (CRD# 6541317) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has over 8 years of experience in the finance industry.

5
James A. Rodriguez Colom
CRD#: 1196370
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

James Rodriguez Colom (CRD# 1196370) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has over 24 years of experience in the finance industry.

6
Cristina M. Perez-Franceschini
CRD#: 7562251
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Cristina Perez-Franceschini (CRD# 7562251) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has 1 year of experience in the finance industry.

7
Paulette M. Prats Cruz
CRD#: 6168855
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR 00968

Paulette Prats Cruz (CRD# 6168855) is an Investment Advisor Representative working at X-square Capital in Guaynabo, PR and has 1 year of experience in the finance industry.

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