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Home > Retirement Planners > puerto rico > guaynabo > VAUBAN WEALTH MANAGEMENT
VAUBAN WEALTH MANAGEMENT
Lot K-2 Marginal Street Suite 201
Oasis Gardens Development
Guaynabo, Puerto Rico 00969
Tel: 1-787-425-0035/0036
About VAUBAN WEALTH MANAGEMENT
VAUBAN WEALTH MANAGEMENT, formally registered with the SEC as VAUBAN WEALTH MANAGEMENT. The firm was established in 11/08/2019. They have over 1 offices throughout the country.
VAUBAN WEALTH MANAGEMENT is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $146,344,769 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305222 |
| SEC# | 801-117622 |
| Assets Managed by Firm | $146,344,769 |
| No. of Clients | 51 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51 | $146,344,769 |
| Individuals (other than high net worth individuals) | 24 | $9,182,985 |
| High net worth individuals | 26 | $136,539,646 |
| Corporations or other businesses | 1 | $622,138 |
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|---|---|---|---|
| $7,908,935,832 | 18 | 12 | |
| $4,385,973,905 | 3147 | 3 | |
| $2,584,254,305 | 2 | 1 | |
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