Vasquez Financial Consulting LLC
RIAState Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$119K
Accounts
55
Employees
1
Advisory reps
1
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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