Be advised. This firm is no longer registered.

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).

Current Firm Details
18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258
http://www.formulacapitalinvestments.com
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
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 Rodriguez, financial advisor San Antonio TX
Pedro L. Rodriguez
CRD#: 6146150
18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Pedro Rodriguez (CRD# 6146150) is an Investment Advisor Representative working at Formula Capital Investments in San Antonio, TX and has over 11 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.

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