Fee-OnlyFinder

Negron-Ramos LLC

Financial planning in San Juan, PR

State registeredNo commissions reported

Call (787) 363-4787Send a messageMap ↗

Public-record details

Address
420 Ave Ponce De Leon, Cond Midtown, Suite 103, San Juan, PR 00918
Phone
(787) 363-4787
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name
Negron Ramos LLC
CRD number
332437
Registration
State registered: PR
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Clients reported (Form ADV 5.D)
19
Individual / high-net-worth clients
14 / 0
Employees
1
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-15

State registered (PR) investment adviser, CRD 332437, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in San Juan

Atlantis Investment Coaching, LLCDistrict View the Work Place, 450 Ave De La Constitucion Ste 200 · San Juan, PR 00901 · (813) 524-7587 · Financial planningCRD 145416 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedAton Financial LLC1116 Ponce De Leon, Suite 300 · San Juan, PR 00907 · (787) 725-6070 · Financial planningCRD 173070 · % of assets, Hourly charges, Fixed fees · $600.9 million AUMSEC registeredNo commissions reportedChapel Bridge Wealth Advisors53 Palmeras Street, Suite 601 · San Juan, PR 00901 · (614) 552-8200 · Financial planningCRD 313295 · % of assets, Fixed fees · $273.6 million AUMSEC registeredNo commissions reportedConsultiva Wealth Management, Corp.American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420 · San Juan, PR 00918 · (787) 763-5868 · Financial planningCRD 111846 · % of assets, Hourly charges, Fixed fees · $532.7 million AUMSEC registeredNo commissions reportedFinanxial Investment Advisors, Corp121 De Diego Avenue, Urb. San Francisco · San Juan, PR 00927 · (787) 758-8234 · Financial planningCRD 300350 · % of assets, Other · $82.0 million AUMState registeredNo commissions reportedGamma Asset Management LLCEdificio Ochoa 500 Calle De La Tanca, Suite 305 · San Juan, PR 00901 · (787) 957-3260 · % of assets managedCRD 300050 · % of assets · $424.8 million AUMSEC registeredNo commissions reportedLyon Bern, LLC252 Ponce De Leon Avenue, Suite 1100 · San Juan, PR 00918 · (787) 395-7325 · Financial planningCRD 301277 · % of assets, Hourly charges, Fixed fees · $76.7 million AUMState registeredNo commissions reportedOriental Financial Services LLC254 Munoz Rivera Ave, 11th Floor · San Juan, PR 00918 · (787) 474-1993 · % of assets managedCRD 29753 · % of assets · $419.6 million AUMSEC registeredNo commissions reported

All 13 in San Juan →