Consultiva Internacional Inc
Legal Name: CONSULTIVA WEALTH MANAGEMENT, CORP.
Full Contact Details
Consultiva Internacional Inc
CITY VIEW PLAZA 48 CARR 165, TOWER 1, SUITE 801, GUAYNABO, PR
787-763-5868
787-763-5397
Other Info
Consultiva Wealth Management Corp, formerly known as Consultiva Internacional Inc, is a Puerto Rico-based financial firm with 22 employees, including 13 advisory roles. While the number of clients they serve is unknown, their status with the US Securities and Exchange Commission is listed as Approved, and they have been registered since Feb 8, 2000.
Website
Website
Consultiva – Wealth Management
Skip to content Consultiva Wealth Management Home Affiliates ServicesPlans for Individuals and Families Companies & Institutions Endowment Funds & Foundations Credit Unions Retirement Plans CRS FormInvestor.gov/CRS Contact UsWrite Us Our Offices Clients Home Affiliates ServicesPlans for Individuals …
Direct Owners
-
CONSULTIVA HOLDING GROUP, CORP
SHAREHOLDER COMMON SHARES owns more than 50% but less than 75%
-
DIANA TORRES RIVERA
MANAGING DIRECTOR OF ADMINISTRATION owns more than 5% but less than 10%
-
EDMUNDO JAVIER GARZA
PRESIDENT, CEO, FINOP, SLS MANAGER, MUNI PRINCIPAL owns more than 10% but less than 25%
-
EVANGELINE MARIA DAVILA
CHIEF RESEARCH AND INVESTMENT OFFICER owns more than 10% but less than 25%
-
SONIA VAZQUEZ
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
BANCREDITO FINANCIAL GROUP TRUST & COMPANY (U.K.)
SHAREHOLDER COMMON SHARES owns 75% or more