Vista Plaza, Suite 204
Calle C, Lots 81-82
Dorado, Puerto Rico 00646
Tel: 646-347-8801
TROLUCE CAPITAL ADVISORS LLC, formally registered with the SEC as TROLUCE CAPITAL ADVISORS LLC. The firm was established in 04/07/2023. They have over 2 offices throughout the country.
TROLUCE CAPITAL ADVISORS LLC is a Dorado, Puerto Rico based Financial Planning firm with nearly $449,380,753 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 313120 |
SEC# | 801-127613 |
Assets Managed by Firm | $449,380,753 |
No. of Clients | 7 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $449,380,753 |
High net worth individuals | Fewer than 5 clients | $130,877,216 |
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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