Guerra Investment Advisors
Guerra Investment Advisors (CRD# 110564) is a financial advisory firm headquartered in El Paso, TX. They manage $31,000,000 in 124 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Guerra Investment Advisors
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$250,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM, TX
Financial Advisors at Guerra Investment Advisors
1
Ruben Guerra (CRD# 1633387) is an Investment Advisor Representative working at Guerra Investment Advisors in El Paso, TX and has over 37 years of experience in the finance industry.
2
Susan Guerra (CRD# 4727162) is an Investment Advisor Representative working at Guerra Investment Advisors in El Paso, TX and has over 20 years of experience in the finance industry.
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