Carr. 115 Km 12.1 Avenue
Albizu Campos #2490 Bo. Pueblo
Rincon, Puerto Rico 00677
Tel: 415-799-2720
KENT LAKE PR LLC, formally registered with the SEC as KENT LAKE PR LLC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
KENT LAKE PR LLC is a Rincon, Puerto Rico based Financial Planning firm with nearly $496,533,364 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 299642 |
SEC# | 801-121945 |
Assets Managed by Firm | $496,533,364 |
No. of Clients | 1 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $496,533,364 |
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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