Toro Bravo Investment Advisors, LLC

RIAState Registered
Total AUM
$31.5M
Discretionary
$31.5M
100% of AUM
Avg account
$118K
Accounts
266
Employees
5
Advisory reps
3

Firm details

Headquarters
Amarillo, Texas
CRD number
288435
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals81.06%
  • HNWI18.94%
Services
Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Toro Bravo Investment Advisors, LLC is an independent, Texas-registered wealth advisory firm organized as an LLC and owned by an individual. The practice focuses on serving individual and family clients, delivering portfolio management for individuals and small businesses alongside pension consulting and client education through seminars and workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not present itself as an ESG-focused advisor and appears to operate primarily within its state registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 28%, Private Funds 8%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 5%, Investment Grade Corp Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds28%
  • Private Funds8%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Amarillo, TX

Randall

Location

Amarillo, TX

Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.

Metro area
Amarillo-Pampa-Borger, TX
Region
South
County
Randall
Address
3418 Olsen Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth