National Retirement Planning Experts

National Coverage
Local Professionals

CELERES CAPITAL ADVISORS, LLC

1225 Avenida Juan Ponce De Leon,
Vig Tower Penthouse
San Juan, Puerto Rico 00907
Tel: 646-481-0469

Need a Financial Advisor?
Compare Vetted Advisors

About CELERES CAPITAL ADVISORS, LLC

CELERES CAPITAL ADVISORS, LLC, formally registered with the SEC as CELERES CAPITAL ADVISORS, LLC. The firm was established in 07/16/2019. They have over 1 offices throughout the country.

CELERES CAPITAL ADVISORS, LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $485,982,966 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304581
SEC#801-116978
Assets Managed by Firm$485,982,966
No. of Clients4
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total4$485,982,966
Corporations or other businessesFewer than 5 clients$473,698,864

More Retirement Planning firms in San Juan, Puerto Rico:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in San Juan, Puerto Rico