Monex Asset Management, Inc.

Monex Asset Management, Inc. (CRD# 148123) is a financial advisory firm headquartered in Houston, TX. They manage $42,184,651 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $4,218,465
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Monex Asset Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Jose C. Balcazar
CRD#: 5415406
440 Louisiana Street, Suite 1440, Houston, TX 77002
93
Wealthminder
score

Jose Balcazar (CRD# 5415406) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

2
Daniel Brinkman Camara
CRD#: 5643068
440 Louisiana Street, Suite 1440, Houston, TX 77002
93
Wealthminder
score

Daniel Brinkman Camara (CRD# 5643068) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

3
Jose R. Lopez
CRD#: 5757628
440 Louisiana Street, Suite 1440, Houston, TX 77002
93
Wealthminder
score

Jose Lopez (CRD# 5757628) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

4
Rodolfo A. Ruiz Pares
CRD#: 5773378
440 Louisiana Street, Suite 1440, Houston, TX 77002
93
Wealthminder
score

Rodolfo Ruiz Pares (CRD# 5773378) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

5
Jaime Suarez Quiroz
CRD#: 5614541
440 Louisiana Street, Suite 1440, Houston, TX 77002
93
Wealthminder
score

Jaime Suarez Quiroz (CRD# 5614541) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

6
Karina Ruiz
CRD#: 5574223
440 Louisiana Street, Suite 1440, Houston, TX 77002
89
Wealthminder
score

Karina Ruiz (CRD# 5574223) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

7
Samantha Madero
CRD#: 4601683
440 Louisiana Street, Suite 1440, Houston, TX 77002
87
Wealthminder
score

Samantha Madero (CRD# 4601683) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

8
Oliver Blanco
CRD#: 5642974
440 Louisiana Street, Suite 1440, Houston, TX 77002
83
Wealthminder
score

Oliver Blanco (CRD# 5642974) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

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