FINANXIAL INVESTMENT ADVISORS, CORP
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 300350
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI91.46%
- Individuals8.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Finanxial Investment Advisors, Corp. is an independent registered investment adviser focused on delivering portfolio management and financial planning services to individuals and families, with additional work for small businesses and institutions. The firm tilts toward income-oriented strategies, showing a clear preference for fixed-income instruments while maintaining diversified exposure through mutual funds and ETFs for equities and broader market access. Its advisory services include pension consulting and educational workshops, and it charges clients on a percentage-of-AUM basis alongside other fee arrangements. The firm is not positioned as an ESG-driven manager and does not operate as a multi-state adviser. Investment activity centers on managing discretionary portfolios, where the firm implements client objectives primarily through fixed-income allocations and income-producing alternatives, while also offering non-discretionary options when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds40%
- Other28%
- Non-Exchange Traded Equities21%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
2 of 2FERNANDO NAVARRO CASTILLO
Founding Member and PresidentCRD 5673679
EDWARD BARROS
Senior Investment AdvisorCRD 2769384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JUAN, PR
Location
SAN JUAN, PR
Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 121 Ave de Diego
- Office locations
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