Francisco Uriarte
Francisco Uriarte is a registered investment advisor at Connelly Capital Management LLC, based in Guaynabo, PR, with 1 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $700M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2 Tabonuco Street, Gam Tower, Suite 401, Guaynabo, PR, 00968
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francisco is a board member for Grupo Guayacan, Grupo Guayacan Endowment Fund, West LLC, Resolve Holding Corp, and PR Medical Defense Insurance Co. He is also the Chairman of the Board for PR Medical Defense Insurance Co.
Employment History
Current Registrations
Connelly Capital Management LLC
State Registrations1 state
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