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FIRM PROFILE
Overview
PUENTE SERVICIOS FINANCIEROS LLC is located at 801 Brickell Avenue Suite 2010, Miami, FL 33131 and was first established at Florida, Florida in 05/28/2019. After operating for 6 years, PUENTE SERVICIOS FINANCIEROS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PUENTE SERVICIOS FINANCIEROS LLC’s clients are individuals and 0% of their clients are high net worth individuals. PUENTE SERVICIOS FINANCIEROS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PUENTE SERVICIOS FINANCIEROS LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PUENTE SERVICIOS FINANCIEROS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PUENTE SERVICIOS FINANCIEROS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PUENTE SERVICIOS FINANCIEROS LLC Comes From
Understanding the Statistics for PUENTE SERVICIOS FINANCIEROS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
801 Brickell Avenue Suite 2010, Miami, FL 33131
801 Brickell Avenue Suite 2010, Miami, FL 33131
Small
(786) 589-6071
Florida since 05/28/2019
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PUENTE SERVICIOS FINANCIEROS LLC
Mariano Joaquin Pagano
Diego Garcia Devillalobosadames
Federico Eduardo Francia Telesca
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