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UBS Asset Managers OF Puerto Rico

Headquartered in SAN JUAN, PR

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Firm Information

UBS Asset Managers OF Puerto Rico is an investment adviser registered with the SEC and located in SAN JUAN, PR. The firm provides portfolio management for investment companies and has $1.81 billion in regulatory assets under management.

UBS Asset Managers OF Puerto Rico

250 MUNOZ RIVERA AVE.

SAN JUAN, PR 00918

$1.81B

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Disclosures

There are no public disclosures for UBS Asset Managers OF Puerto Rico.

Frequently Asked Questions (7)

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