# Finanxial Investment Advisors

Finanxial Investment Advisors is a Bank / Wealth / Trust based in San Juan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Juan, United States
- **Region:** North America
- **Address:** San Juan, PR, United States
- **Assets under management:** Undisclosed
- **Website:** finanxial.com

## Regulatory record

- **CRD number:** 300350
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300350

## About

Finanxial Investment Advisors is a state-registered investment adviser in San Juan, PR. The firm manages $82 million in assets, with $74 million on discretionary basis. It has 6 employees and 2 investment advisers.

## Questions

### What does Finanxial Investment Advisors do?

Finanxial Investment Advisors as an investment advisor, which means it provides discretionary portfolio management or advisory services to clients for a fee. The firm does not publicly disclose its investment strategy, client base, or product offerings. Registration records confirm it operates from San Juan, Puerto Rico. No public reporting or marketing materials describe its specific asset-class focus.

### How does the firm's Puerto Rico location affect its operations?

Puerto Rico-based investment advisors operate under the dual regulatory oversight of the SEC and Puerto Rico's Office of the Commissioner of Financial Institutions. The island's Acts 20/22/60 — now consolidated under Act 60 — created tax incentives that attracted individual investors and financial services firms to relocate. Advisors in San Juan commonly serve clients holding Act 60 individual decrees, which require careful management of Puerto Rico-source versus US-source income for tax optimization.

### Does Finanxial Investment Advisors serve institutional clients or only individuals?

Public records do not specify the firm's client composition. SEC registration as an investment advisor permits service to both institutional and individual clients. Smaller advisory firms in the San Juan market frequently serve high-net-worth individuals, some of whom relocated under Puerto Rico's tax incentive programs, but no specific client disclosures are available for this firm.

## Related profiles

- [Finandir](https://altss.com/profile/finandir)
- [Finanz Konzept](https://altss.com/profile/finanz-konzept)

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Last updated: 2026-08-14T12:30:00.000Z

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