Amauta Financial

Amauta Financial (CRD# 281419) is a financial advisory firm headquartered in , . They manage $11,154,565 in 57 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.amautafinancial.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $195,694
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Amauta Financial
Showing 1 - 1 of 1 top financial advisors.
1
Francisco Anguita Veliz, financial advisor Alexandria VA
Francisco Anguita Veliz
CRD#: 5347430
Alexandria, VA

Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals