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EURO PACIFIC ASSET MANAGEMENT, LLC

Lots 81-82, Street C
Suite 206
Dorado, Puerto Rico 00646
Tel: 1-866-878-2881

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About EURO PACIFIC ASSET MANAGEMENT, LLC

EURO PACIFIC ASSET MANAGEMENT, LLC, formally registered with the SEC as EURO PACIFIC ASSET MANAGEMENT, LLC. The firm was established in 03/29/2010. They have over 1 offices throughout the country.

EURO PACIFIC ASSET MANAGEMENT, LLC is a Dorado, Puerto Rico based Financial Planning firm with nearly $1,231,750,134 assets under management, offering retirement planning & investment advisory services to 3343 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152922
SEC#801-71199
Assets Managed by Firm$1,231,750,134
No. of Clients3343
No. of Advisors12

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total3343$1,231,750,134
Individuals (other than high net worth individuals)3238$488,344,334
High net worth individuals67$140,753,301
Corporations or other businesses60$30,411,529

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