SELECT ADVISORY GROUP INC

SELECT ADVISORY GROUP INC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 150129). Regulatory assets under management: $80.9M.

Registration

• CRD: 150129
• Type: Registered investment adviser
• Location: 322 DE DIEGO AVE., SAN JUAN, PR, 00920
• Phone: 787-969-3939
• Latest filing: 2025-03-31
• Regulatory AUM: $80.9M
• Discretionary AUM: $80.9M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150129 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search