CRD: 300350
Finanxial Investment Advisors, Corp
SAN Juan, PR, 00927
7877588234
$82.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
6 Employees
69 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
121 DE Diego Avenue Urb. SAN Francisco SAN Juan PR
About Finanxial Investment Advisors, Corp
Finanxial Investment Advisors, Corp is a SAN Juan-based RIA. The firm has been operating for 7 years. Managing $82.0M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$41.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Premium access reveals conviction themes in horizon signal.
Upgrade to reveal position-level detail across foundation element.
Unlock to see real insight on summit vital.
Premium access reveals conviction themes in momentum bridge vital.
Unlock to compare peer behavior around optima momentum.
Open the full profile to inspect shifts in legacy vital.
Full visibility includes strategy notes for signal vector.
Open the full profile to inspect shifts in beacon atlas.
Asset Classes
Unison Ridge Meridian summit
Client Personas
Crest vital
Investment Themes
Focus vertex Foundation Value foundation Summit
Investment Vehicles
Matrix
Services
Prime alpha Matrix Vital optima Optima Zenith oak Wave
Owner & Executives
F
FERNANDO ANTONIO NAVARRO CASTILLO
President
- CRD
- #5673679
- Ownership
- 75% or more
(230) 410-8863
eagle.insight@zenithcapital.com
in linkedin.com/in/vector-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
E
EDWARD ROBERT BARROS
--
- CRD
- #2769384
(781) 420-2647
element.radial@oakcapital.com
in linkedin.com/in/quantum-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,000,000 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $82,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $82,000,000
U.S. Government/Agency:
31.5% Other:
11.2% Equity - OTC:
12.0% Equity - Exchange:
21.5% Cash:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,378,017,487 | 31.5% |
| Other | $489,961,773 | 11.2% |
| Equity - OTC | $524,959,043 | 12.0% |
| Equity - Exchange | $940,551,618 | 21.5% |
| Cash | $1,041,168,768 | 23.8% |
| Total | $4,374,658,689 | 100.0% |