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Home > Retirement Planners > puerto rico > guaynabo > X-SQUARE CAPITAL
X-SQUARE CAPITAL
Centro Internacional De Mercadeo Ii
90 Carr 165, Suite 803
Guaynabo, Puerto Rico 00968
Tel: 787-282-1621
About X-SQUARE CAPITAL
X-SQUARE CAPITAL, formally registered with the SEC as X-SQUARE CAPITAL. The firm was established in 04/06/2015. They have over 1 offices throughout the country.
X-SQUARE CAPITAL is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $423,636,050 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167237 |
| SEC# | 801-88171 |
| Assets Managed by Firm | $423,636,050 |
| No. of Clients | 220 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (AD HOC EXPERT CONSULTING FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 220 | $423,636,050 |
| Individuals (other than high net worth individuals) | 77 | $15,144,603 |
| High net worth individuals | 35 | $37,611,577 |
| Pension and profit sharing plans | 53 | $35,424,638 |
| Corporations or other businesses | 50 | $203,452,730 |
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|---|---|---|---|
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