Volumetric Advisers
Firm details
- Headquarters
- ,
- CRD number
- 107351
- Registered since
- May 15, 1985
- Website
- www.volumetricadvisers.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.44%
- Individuals0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Volumetric Advisers is a corporation operating as an institutional registered investment adviser; its SEC registration dates to 1985. The firm serves both individual/family and institutional clients and reports a fee model that combines percentage-of-AUM billing with fixed fees. Volumetric identifies as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
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
- Exchange Traded Equities90%
- US Government Bonds10%
Contacts
3 of 3
Jeffrey Gibs
PresidentCRD 1857031
Agnes Gibs
Direct OwnerCRD 4497519
Alejandro Aleman
Vice President & Portfolio ManagerCRD 7681986
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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