Libra Investment Advisors Inc

RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$600K
Accounts
3
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
333647
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI63.89%
  • Corporations / Businesses36.11%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Libra Investment Advisors Inc is a small, independent registered investment adviser that functions as a capital allocator for a mix of individual, family and institutional clients. The firm offers advice across financial planning, portfolio management for individuals and small businesses, pension consulting, the selection of other advisers, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and performance-based fees, indicating the firm can tailor compensation to client needs and to specific investment mandates. Investment activity is weighted toward fixed-income allocations, with a material position in U.S. government bonds. At the same time, the firm allocates to third‑party alternative managers—specifically private equity—suggesting a willingness to combine conservative core exposures with selected private-market strategies. Libra Investment Advisors Inc does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 55%, Exchange Traded Equities 35%, Investment Grade Corp Bonds 10%55%
  • US Government Bonds55%
  • Exchange Traded Equities35%
  • Investment Grade Corp Bonds10%

Owners & executives

1 of 1
  • Mariano Crespo Gonzalez

    Mariano Crespo Gonzalez

    Chief Operating OfficerCRD 7996290

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth