Select Advisory Group Inc.
Select Advisory Group Inc. (CRD# 150129) is a financial advisory firm headquartered in San Juan, PR. They manage $81,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Select Advisory Group Inc.
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$2,025,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PR
Financial Advisors at Select Advisory Group Inc.
1
Luis Aponte (CRD# 5659330) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 14 years of experience in the finance industry.
2
Gustavo Sanchez Nazario (CRD# 5946258) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 12 years of experience in the finance industry.
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