Quattro Financial Advisors
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 284852
- Registered since
- August 22, 2016
- 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 an SEC-registered LLC that began registering in 2016 and is individually owned. The firm serves both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on managing pooled investment vehicles. Quattro does not identify as an active ESG investor and is not registered 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 Equities48%
- Investment Grade Corp Bonds24%
- US Government Bonds17%
- Cash & Cash Equivalents10%
- 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
CRD 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
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1725 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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