UBS ASSET MANAGERS OF PUERTO RICO

250 Munoz Rivera Ave.
10th Fl
San Juan, Puerto Rico 00918
Tel: 787-773-3888

About UBS ASSET MANAGERS OF PUERTO RICO

UBS ASSET MANAGERS OF PUERTO RICO, formally registered with the SEC as UBS ASSET MANAGERS OF PUERTO RICO. The firm was established in 04/16/2021. They have over 1 offices throughout the country.

UBS ASSET MANAGERS OF PUERTO RICO is a San Juan, Puerto Rico based Financial Planning firm with nearly $1,814,755,800 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313696
SEC#	801-120846
Assets Managed by Firm	$1,814,755,800
No. of Clients	24
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$1,814,755,800

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