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Home > Retirement Planners > puerto rico > dorado > EURO PACIFIC ASSET MANAGEMENT, LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
Lots 81-82, Street C
Suite 206
Dorado, Puerto Rico 00646
Tel: 1-866-878-2881
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 Status | Approved |
|---|---|
| Firm CRD# | 152922 |
| SEC# | 801-71199 |
| Assets Managed by Firm | $1,231,750,134 |
| No. of Clients | 3343 |
| No. of Advisors | 12 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 3343 | $1,231,750,134 |
| Individuals (other than high net worth individuals) | 3238 | $488,344,334 |
| High net worth individuals | 67 | $140,753,301 |
| Corporations or other businesses | 60 | $30,411,529 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,908,935,832 | 18 | 12 | |
| $4,385,973,905 | 3147 | 3 | |
| $2,584,254,305 | 2 | 1 | |
| $2,228,633,350 | 2530 | 95 | |
| $2,218,085,727 | 11 | 12 |
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