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Find Retirement Advisors for Retirement Planning in Puerto Rico, Rincon

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 3 Retirement Planning firms in Rincon, Puerto Rico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Carr 115 Unit 1900,
Rincon, PR, 00677
$1,268,751,07957
A percentage of AUM, Performance Based
2

Carr. 115 Km 12.1 Avenue, Albizu Campos #2490 Bo. Pueblo
Rincon, PR, 00677
$496,533,36412
A percentage of AUM, Performance Based
3

Carr 429, Km 4.1, Bo. Barrero,
Rincon, PR, 00677
$347,589,98128
A percentage of AUM

Information on Top Retirement Planning firms in Rincon, Puerto Rico

QualificationsFirm CRD# 304281

Assets Under Management $1,268,751,079

No. Of Clients5

Clients Per Financial Advisor1

PLEASANT LAKE PARTNERS LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 299642

Assets Under Management $496,533,364

No. Of Clients1

Clients Per Financial Advisor1

KENT LAKE PR LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 323280

Assets Under Management $347,589,981

No. Of Clients2

Clients Per Financial Advisor0

PRAETORIAN PR LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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