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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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