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, 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
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
3 of 3
Fernando Navarro Castillo
Founding Member and PresidentCRD 5673679

Edward Barros
Senior Investment AdvisorCRD 2769384
Anthony Cruz Ortiz
Wealth Management AssociateCRD 7838965
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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