Sign in Sign up for free

Vab Advisors, LLC. (San Juan)


Vab Advisors, LLC. is an adviser based in San Juan. It manages $67.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Puerto Rico.

Vab Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vab Advisors: assets under management

The assets under management (AUM) of Vab Advisors, LLC. is $67.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vab Advisors, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Juan

The principal office where Vab Advisors, LLC. performs its advisory services is located at 352 Fernando Primero, San Juan, PR 00918, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 787-302-1052 or by fax 787-302-1055. The normal business hours are 9-5 on Monday - Friday.


Registered investment advisers similar to Vab Advisors, LLC.