Juarez, Andreas

Overview

Andreas Juarez operates as a small, LLC-structured investment adviser focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates on hands-on portfolio management rather than institutional consulting or pension work. Filing data indicates the adviser is not registered as an active ESG investor, is not a multi-state adviser, and is not classified under a more specific adviser category. Given the scale of assets and the stated client base, the firm’s investment activity is likely concentrated and direct: managing a small number of accounts with standard asset types rather than running large model portfolios or extensive wrap programs. The adviser is not identified as a capital allocator or as operating a related adviser structure.

Assets & Accounts

Location & Offices