S
CRD: 150129
Select Advisory Group INC
SAN Juan, PR, 00920
(787) 969-3939
$80.9M Total AUM
$80.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers · Merrill Lynch · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2009
- Office Locations
- 1
Office Locations
322 DE Diego Ave. Suite 202 SAN Juan PR
About Select Advisory Group INC
Select Advisory Group INC is a SAN Juan-based RIA. The firm has been operating for 16 years. Managing $80.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch.
Team overview
-- AVG AGE
$80.9M AVG AUM / ADVISOR
$8.1M AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
L
LUIS DE JESUS APONTE
President
- CRD
- #5659330
- Ownership
- 75% or more
Available
Available
Available
R
Ricardo Jose Goytia
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,920,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,920,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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