53 Palmeras St
Suite 601
San Juan, Puerto Rico 00901
Tel: 787-334-1781
ALPHACENTRIC ADVISORS LLC, formally registered with the SEC as ALPHACENTRIC ADVISORS LLC. The firm was established in 04/30/2014. They have over 2 offices throughout the country.
ALPHACENTRIC ADVISORS LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $728,151,543 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170679 |
SEC# | 801-79616 |
Assets Managed by Firm | $728,151,543 |
No. of Clients | 7 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $728,151,543 |
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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