Vasquez Financial Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 317530
- Website
- vasquezfc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vasquez Financial Consulting LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm emphasizes educational initiatives through seminars and workshops, aiming to enhance clients' understanding of financial matters. With a client base comprising individuals and families, Vasquez Financial Consulting LLC employs a fee structure based on a percentage of assets under management (AUM) and fixed fees.
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
- Non-Exchange Traded Equities40%
- Exchange Traded Equities30%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Jesus Vasquez
Investment PlannerCRD 6968297
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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