Puentes Mayorga Advisers, S.A.S is an adviser based in Bogota, Cundinamarca. It manages $130 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.
Puentes Mayorga Advisers, S.A.S provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Puentes Mayorga Advisers, S.A.S is $130 thousand, all of which is managed in discretionary accounts. $65 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Puentes Mayorga Advisers, S.A.S for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Puentes Mayorga Advisers, S.A.S performs its advisory services is located at Calle 127 B #14 A 61 (401), Bogota, Cundinamarca, 110121, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 57 3144024738. The normal business hours are 8 - 5 on Monday - Friday. You can find more information about the New York firm at pmacolombia.com.