Moreno Capital
Firm details
- Headquarters
- ,
- CRD number
- 332358
- Website
- morenocapital.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.54%
- Pension & Profit Sharing Plans9.86%
- Individuals3.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Moreno Capital is an independent, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Moreno Capital does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- US Government Bonds23%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Baltazar Moreno Fuentes
Managing PartnerCRD 7776920
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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