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Diana Corujo-Ramsey

Npa Asset Management, LLC
31 Years of Experience
San Juan, PR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Diana Corujo-Ramsey is a registered investment advisor at Npa Asset Management, LLC, based in San Juan, PR, with 31 years of industry experience. Diana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,746 clients with $1.1B in assets under management.

Npa Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$388K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual account management fee is up to 3.00% and is negotiable. Fees vary by specific program, account size, and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

452 Ponce De Leon Ave Ste 404, San Juan, PR, 00918

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Diana is an insurance agent offering various insurance products, including property & casualty, health, disability, annuities, long-term care, and life insurance, dedicating nearly full-time hours to this activity. She is also the sole owner of Retirement Valuable Solutions LLC, handling check writing and expense management, and spends about half her time as a damage inspector.

Employment History
Current Registrations
Nationwide Planning Associates INC.Broker
March 2025 - Present · 1 yr 7 mos
Npa Asset Management, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Osaic Wealth, INC.
January 2025 - April 2025 · 3 mos
Osaic Wealth, INC.Broker
January 2025 - April 2025 · 3 mos
Osaic Fs, INC.
July 2011 - January 2025 · 13 yrs 6 mos
Lincoln Financial Securities Corporation
June 2011 - June 2011 · 0 mos
Osaic Fs, INC.Broker
September 2001 - January 2025 · 23 yrs 4 mos
Washington Square Securities, INC.Broker
October 1998 - September 2001 · 2 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
October 1994 - October 1998 · 4 yrs
State Registrations10 states
CAFLGAMDNCNJPAPRTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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