Quattro Financial Advisors
Firm details
- Headquarters
- Montgomery, Texas
- CRD number
- 284852
- Registered since
- August 22, 2016
- Website
- quattrofa.com
- Custodians
- J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles63.41%
- Corporations / Businesses31.67%
- HNWI4.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Quattro Financial Advisors is a limited liability company that has been SEC-registered since 2016 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory mandate concentrates on portfolio management for individuals and small businesses and on managing pooled investment vehicles. The firm does not identify as an ESG-focused investor, is not registered as a multistate adviser, and is not described as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities86%
- Cash & Cash Equivalents11%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
2 of 2
Yves Cochez
Chief Investment OfficerCRD 5622010
Laura Torroja
Chief Compliance OfficerCRD 7176374
Contacts
2 of 2
Jose Luis Llamas
Managing MemberCRD 5664799
Jose Ernesto
PartnerCRD 7826167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$423M in ETFs
100%
$422M
0%
$846K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) | State Street | Passive | Short Term Bond | $36.5M | 1,214,781 | 8.61% |
Location
Montgomery, TX
Montgomery
Location
Montgomery, TX
Headquartered in Montgomery, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 625 Regal Row
- Time zone
- CT (UTC-6)
- Office locations
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