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
Loading...

Location

Dorado, PR

Get directions

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.

Learn about disclosures →
Other Business Activities

Dorian is the Chairman of Insultec Inc., an industrial insulation company, since 1987. This requires approximately 100 hours per month, including 4 hours per day during securities trading hours, and involves oversight of the company.

Employment History
Current Registrations
Ellevity Capital, LLC
June 2016 - Present · 9 yrs 8 mos
State Registrations2 states
IAPR
Advisor
Exams
No exam information available for this advisor.
Dorian Punj - Financial Advisor | TrueAdvisor