53 Calle Palmeras, El Caribe Office Bldg.
Suite 601
San Juan, Puerto Rico 00901
Tel: 347-289-3262
TC LATIN AMERICA PARTNERS LLC, formally registered with the SEC as TC LATIN AMERICA PARTNERS LLC. The firm was established in 01/01/2020. They have over 6 offices throughout the country.
TC LATIN AMERICA PARTNERS LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $646,983,554 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 34 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307441 |
| SEC# | 801-118150 |
| Assets Managed by Firm | $646,983,554 |
| No. of Clients | 10 |
| No. of Advisors | 34 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $646,983,554 |
| Pension and profit sharing plans | 1 | $34,111,144 |
| 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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