Finanxial Investment Advisors, Corp

RIAState Registered
Total AUM
$82M
Discretionary
$74M
90% of AUM
Avg account
$1.2M
Accounts
69
Employees
6
Advisory reps
3

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

FINTRX

Overview

Finanxial Investment Advisors, Corp. is an independent, privately owned registered investment adviser organized as a corporation and oriented to individual and family clients. The firm charges fees on a percentage-of-AUM basis (and other fee arrangements) and provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and educational seminars/workshops. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. It does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 40%, Other 28%, Non-Exchange Traded Equities 21%, Exchange Traded Equities 10%, Cash & Cash Equivalents 1%40%
  • US Government Bonds40%
  • Other28%
  • Non-Exchange Traded Equities21%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Fernando Navarro Castillo

    Fernando Navarro Castillo

    Founding Member and PresidentCRD 5673679

  • Edward Barros

    Edward Barros

    Senior Investment AdvisorCRD 2769384

  • Anthony Cruz Ortiz

    Anthony Cruz Ortiz

    Wealth Management AssociateCRD 7838965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth