Consultiva Internacional Inc is a large advisory firm based in Guaynabo. It manages $1.37 billion of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.
Consultiva Internacional provides financial planning services, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and provide periodic performance reports. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consultiva Internacional Inc is $1.37 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and $1.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Consultiva Internacional Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Consultiva Internacional is pension and profit sharing plans with 59 clients and $863.34 million of assets under management. Among the 11 most similar advisory firms, Consultiva Internacional has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.26 billion for 150 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Consultiva Internacional doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Consultiva Internacional Inc performs its advisory services is located at City View Plaza 48 Carr 165, Guaynabo, PR 00968, which is also the mailing address of the firm. An additional office of the firm is in Coral Gables, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 787-763-5868 or by fax 787-763-5397. The normal business hours are 9:00 to 6:00 on Monday - Friday. You can find more information about the New York firm at consultiva.com.