Santander Securities Corporation Of Puerto Rico is a large advisory firm based in San Juan. It manages $96 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Puerto Rico.
Santander Securities Corporation Of Puerto Ri provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Santander Securities Corporation Of Puerto Rico is $96 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Santander Securities Corporation Of Puerto Rico for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jose Gonzalez De Castejon has been acting as President since 1 May 2000. S.L. ("Ablasa") Administracion De Bancos Lationamericanos Santander joined the executive team most recently as the Sole Shareholder.
The principal office where Santander Securities Corporation Of Puerto Rico performs its advisory services is located at 221 Ponce De Leon Ave Ste 600, San Juan, PR 00917 1825, 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 787-759-5330 or by fax 787-759-5366. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.santandersecurities.com.