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Antonio Suarez-Borelli

Npa Asset Management, LLC
19 Years of Experience
Hato Rey, PR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Antonio Suarez-Borelli is a registered investment advisor at Npa Asset Management, LLC, based in Hato Rey, PR, with 19 years of industry experience. Antonio 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

31 Calaf St, Hato Rey, PR, 00918

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History

Regulatory History (1)
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Regulatory
August 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Antonio is a dually registered advisor and owns residential rental properties since 2014. He is also the President of Capital Advisors of PR, LLC, an entity that engages in property and casualty insurance, spending a few hours per week on this outside of normal business hours.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 9 mos
Nationwide Planning Associates INC.Broker
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Npa Asset Management, LLC
January 2012 - December 2017 · 5 yrs 11 mos
Abramenko & Company, INC.Broker
March 2009 - July 2014 · 5 yrs 4 mos
Walnut Street Securities, INC.Broker
May 2007 - March 2009 · 1 yr 10 mos
State Registrations3 states
FLOHPR
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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