JP
JP

Julia Anjali Punj

8 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$51.1M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

Dorado, PR

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Julia owns Veraison Wine Bar since 2020, where she is responsible for hiring and supervising staff, and ordering wine. She dedicates about a quarter of her time to this business.

Employment History
Current Registrations
Ellevity Capital, LLC
February 2017 - Present · 9 yrs
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.