Formula Capital Investments

Formula Capital Investments (CRD# 166310) is a financial advisory firm headquartered in San Antonio, TX. They manage $27,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $13,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Formula Capital Investments
Showing 1 - 1 of 1 top financial advisors.
1
Pedro L. Rodriguez
CRD#: 6146150
18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258
90
Wealthminder
score

Pedro Rodriguez (CRD# 6146150) is an Investment Advisor Representative working at Formula Capital Investments in San Antonio, TX and has over 4 years of experience in the finance industry.

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