Travis Fields (CRD# 5704147) is an Investment Advisor Representative working at Acruence Capital, LLC in Oakland, CA and has over 8 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acruence Capital, LLC | San Antonio, TX | Aug 2019 - Current | 4 |
| Sensus Wealth Management Group LLC | San Antonio, TX | Oct 2015 - Current | 8 |
| San Francisco Unified School District | San Francisco, CA | Feb 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- TX
-
Total Assets Under Management151MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$50,323,356
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
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