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SELECT ADVISORY GROUP INC

Advisory

SAN JUAN, PR

Data as of Mar 31, 2025 · Source: SEC Form ADV

Rank in PR
#60
of 66 advisers by AUM
Average account
$2M
across 50 accounts
AUM per adviser
$81M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2025.

Total AUM
$81M
Discretionary %
100%
Clients
10
Employees
1

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$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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