CERTUS INCOME FUNDS INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
340085

Firm profile

FINTRX

Overview

Certus Income Funds Inc. operates as a limited liability company focused on investment activities. While specific details about their investment preferences and manager allocation interests are not disclosed, the firm is involved in managing pooled investment vehicles. Certus Income Funds Inc. does not position itself as a capital allocator and is not classified under any specific advisory category. The firm does not actively engage in ESG investing and does not operate as a multi-state adviser.

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

Contacts

1 of 1
  • ALBERTO PAGAN-MATOS

    Managing MemberCRD 2319343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
G8 Calle Oneill
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth