Overview
Assets Under Management: $1.4 billion
Headquarters: DORADO, PR
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
EURO PACIFIC ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152922), EURO PACIFIC ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EURO PACIFIC ASSET MANAGEMENT, LLC is headquartered in DORADO, PR.
EURO PACIFIC ASSET MANAGEMENT, LLC serves 74 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, EURO PACIFIC ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
EURO PACIFIC ASSET MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, EURO PACIFIC ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.30
Average High-Net-Worth Client Assets: $2 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