GUERRA INVESTMENT ADVISORS

Overview

Guerra Investment Advisors is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include a percentage of assets under management, hourly charges and commissions. Investment activity centers on equities, with the firm showing a clear preference for exchange-traded securities as the foundation of client portfolios. Guerra Investment Advisors is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. The firm appears to use separately managed account structures to deliver customized equity exposure and tax-aware implementation for its client base rather than acting as a broad capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices