FINANXIAL INVESTMENT ADVISORS, CORP

RIASEC Registered
Total AUM
$82M
Discretionary
$74M
90% of AUM
Avg account
$1.2M
Accounts
69
Employees
6
Advisory reps
2

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 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

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

2 of 2
  • FERNANDO NAVARRO CASTILLO

    Founding Member and PresidentCRD 5673679

  • EDWARD BARROS

    Senior Investment AdvisorCRD 2769384

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth