Andre Caubarreaux
Firm details
- Headquarters
- ,
- CRD number
- 117139
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Andre Caubarreaux operates as a sole proprietorship and is registered as an independent registered investment adviser serving individual and family clients. The practice focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1Andre Caubarreaux
OwnerCRD 1715215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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