Overview
Assets Under Management: $1.4 billion
Headquarters: DORADO, PR
High-Net-Worth Clients: 5
Average Client Assets: $106 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.83
Average High-Net-Worth Client Assets: $106 million
Total Client Accounts: 3,790
Discretionary Accounts: 3,790
Regulatory Filings
CRD Number: 152922
Filing ID: 1960375
Last Filing Date: 2025-03-28 15:30:00
Website: https://europacificfunds.com