RIA IntelAdvisersFRA SERVICES INC.

FRA SERVICES INC.

Advisory

SAN JUAN, PR

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

Rank in PR
#62
of 66 advisers by AUM
Average account
$35M
across 2 accounts
AUM per adviser
$69M
1 adviser

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

Total AUM
$69M
Discretionary %
100%
Clients
2
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$69M
Discretionary AUM$69M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PR

Closest by assets under management. All figures from Form ADV.

BLUE CAPITAL MANAGEMENT, INC.
SAN JUAN, PR
$69M
-72.0% 1Y
VAB ADVISORS, LLC.
SAN JUAN, PR
$67M
-48.9% 1Y
LYON BERN, LLC
SAN JUAN, PR
$77M
AEP MANAGEMENT COMPANY, LLC.
SAN JUAN, PR
$60M
SYGNUS WEALTH PR LLC
GUAYNABO, PR
$60M
ATLANTIS INVESTMENT COACHING, LLC
SAN JUAN, PR
$58M

Get the full picture on FRA SERVICES INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FRA SERVICES INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans