A complete list of active advisors currently associated with Puente Asesoramiento de Inversiones, LLC

Warmer can help you find a great advisor at Puente Asesoramiento de Inversiones, LLC or one who fits your needs even better.

Puente Asesoramiento de Inversiones LLC provides discretionary and non‑discretionary asset and portfolio management and investment advice to institutions, corporations and high‑net‑worth clients, delivering customized separately managed accounts as well as non‑discretionary recommendations. The firm’s brochure states typical account documentation and client‑imposed investment restrictions, but it currently reports no assets under management and no client accounts. The firm uses third‑party macroeconomic research combined with internal due diligence to build allocations across equities, fixed income, options and alternative investments, and may employ hedging, leverage, derivatives and emerging‑market exposures as part of its strategies. As with many investment managers, Puente generally charges percentage‑of‑AUM management fees and relies on qualified custodians to hold client assets. A distinctive feature of the firm is its affiliation with a broker‑dealer and the fact that several supervised persons are registered representatives or associated with broker‑dealers, with senior personnel also holding executive roles and consulting relationships in related financial entities. These multiple registrations and outside business activities — noted in the brochure — are less common among peers and are relevant for clients assessing potential conflicts of interest or the scope of integrated services.

To learn more about the advisors currently working at Puente Asesoramiento de Inversiones, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.