Toro Bravo Investment Advisors, LLC

RIASEC 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
Website
www.torobravoadvisors.com
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, owner-operated registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm charges fees based on a percentage of assets under management and through fixed-fee arrangements. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Toro Bravo does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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%

Contacts

3 of 3

  • Alex Fierro

    Research AnalystCRD 8215093

  • Brian Moon

    Brian Moon

    Wealth ManagerCRD 4232771

  • Muhammad Subhani

    Muhammad Subhani

    Founder and Wealth ManagerCRD 6690439

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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