Advisor at CAF Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CAF Investments LLC
Location
Guaynabo, PR 00969
Credentials
Series 65
Industry experience
< 1 year
Ashley Ramirez Quiles is a financial advisor at CAF Investments LLC with a Series 65 credential. She has experience working in the medical technology sector with companies including Medtronic and Boston Scientific before joining CAF Investments. CAF Investments LLC provides portfolio management, financial planning, and educational seminars to individuals, corporations, trusts, pension plans, and pooled investment clients. The firm employs a range of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory analyses, offering both discretionary and non-discretionary management tailored to client risk tolerances.
Educational course fee of $1,600 one-time or two payments of $900 each; Educational seminars fee ranges from $300 to $2,000 per hour
2.00% annually
Negotiated hourly fee between $100 and $1,000
30.00% performance fee on capital appreciation for qualified clients, in addition to 2.00% AUM fee
Account minimum: $10,000 Minimum fee: One-time non-refundable Setup Fee of $490 at inception of each new client agreement
Avenida Esmeralda #5, Second Floor
Guaynabo, PR 00969
Puerto Rico
CAF Investments LLC
2026 - Present (1 year)
CAF Investments LLC
2026 - Present (1 year)
CAF Investments LLC
2022 - Present (4 years)
Medtronic
2021 - 2022 (1 year)
Boston Scientific
2018 - 2021 (3 years)
Boston scientific
2017 - 2018 (1 year)
Serafina
2015 - 2017 (2 years)
Roma
2012 - 2017 (5 years)
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