Guillermo Lopez is a registered investment advisor at Aep Management Company, LLC., based in San Juan, PR. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$9.4M average
Assets Under Management
$56.5M

Fee Structure

Investment management only (planning not offered)

AEP Management Company does not directly manage investments for individual investors. The firm provides investment advisory services solely to pooled investment vehicles. The advisory fee for each fund is based on a percentage of the fund's assets.

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Location

Miramar Plaza, 954 Ave. Ponce De León,, Suite 201A, San Juan, PR, 00908

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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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Employment History
Current Registrations
Aep Management Company, LLC.
October 2025 - Present · 7 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.