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Home > Retirement Planners > puerto rico > dorado > ADRIAN DAY ASSET MANAGEMENT
ADRIAN DAY ASSET MANAGEMENT
Lots 81-82, Street C, Ste. 206
Dorado, Puerto Rico 00646
Tel: 410-224-2037
About ADRIAN DAY ASSET MANAGEMENT
ADRIAN DAY ASSET MANAGEMENT, formally registered with the SEC as ADRIAN DAY ASSET MANAGEMENT. The firm was established in 06/26/1991. They have over 2 offices throughout the country.
ADRIAN DAY ASSET MANAGEMENT is a Dorado, Puerto Rico based Financial Planning firm with nearly $101,458,129 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105985 |
| SEC# | 801-39145 |
| Assets Managed by Firm | $101,458,129 |
| No. of Clients | 241 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 241 | $101,458,129 |
| Individuals (other than high net worth individuals) | 34 | $4,360,542 |
| High net worth individuals | 103 | $94,546,043 |
| Pension and profit sharing plans | 4 | $2,437,972 |
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