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FINANXIAL INVESTMENT ADVISORS, CORP

Advisory

SAN JUAN, PR

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PR

#59

of 66 advisers by AUM

Average account

$1M

across 69 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$82M

Discretionary AUM$74M

Non-Discretionary AUM$8M

Discretionary %90.2%

Total Clients69

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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