MC
CFA
MC
CFA

Maribel Castro

6 Years of Experience
San Juan, PR

Maribel Castro is a CFA-designated registered investment advisor at Parliament Capital Management, LLC, based in San Juan, PR, with 6 years of industry experience. Maribel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $990M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
27 clients
Average Client Portfolio
$36.8M average
Assets Under Management
$994.4M

Fee Structure

Investment management only (planning not offered)

Parliament Capital Management does not directly manage investments for individual investors. The firm provides investment management services solely to pooled investment vehicles or funds.

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Location

1511 Ponce De Leon Ave., Ciudadela- Torre 1000, Suite 6A, San Juan, PR, 00909

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Maribel is a partner in Hidrorganica Inc. and Mares Corp., both related entities in the agricultural industry, since 2016. She has no other duties related to these businesses.

Employment History
Current Registrations
Parliament Capital Management, LLC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
PR
Advisor

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.