ESI ADVISORS

ESI ADVISORS of PONCE, PR is an SEC-registered investment adviser (CRD 283973). Regulatory assets under management: $1.3M.

Registration

• CRD: 283973
• Type: Registered investment adviser
• Location: URB. TERRA SENORIAL,, PONCE, PR, 00731
• Phone: 787-647-9843
• Latest filing: 2026-02-05
• Regulatory AUM: $1.3M
• Discretionary AUM: $441K
• Non-discretionary AUM: $902K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283973 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search