Monex Asset Management, Inc.

Monex Asset Management, Inc. (CRD# 148123) is a financial advisory firm headquartered in Houston, TX. They manage $200,926,531 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $669,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Monex Asset Management, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Jose C. Balcazar
CRD#: 5415406
440 Louisiana Street, Suite 1240, Houston, TX 77002

Jose Balcazar (CRD# 5415406) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

2
Cristina Eddy
CRD#: 5225913
350 Tenth Avenue, Suite 1000, San Diego, CA 92101

Cristina Eddy (CRD# 5225913) is an Investment Advisor Representative working at Monex Asset Management, Inc. in San Diego, CA and has over 14 years of experience in the finance industry.

3
Oscar R. Flores
CRD#: 861991
18756 Stone Oak Parkway, San Antonio, TX 78258

Oscar Flores (CRD# 861991) is an Investment Advisor Representative working at Monex Asset Management, Inc. in San Antonio, TX and has over 31 years of experience in the finance industry.

4
Jesus Heiras
CRD#: 4368282
440 Louisiana Street, Suite 1240, Houston, TX 77002

Jesus Heiras (CRD# 4368282) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 22 years of experience in the finance industry.

5
Victor Joffe
CRD#: 2168623
18756 Stone Oak Parkway, San Antonio, TX 78258

Victor Joffe (CRD# 2168623) is an Investment Advisor Representative working at Monex Asset Management, Inc. in San Antonio, TX and has over 32 years of experience in the finance industry.

6
Francisco Malfavon
CRD#: 5116125
350 10th Avenue, Suite 1000, San Diego, CA 92101

Francisco Malfavon (CRD# 5116125) is an Investment Advisor Representative working at Monex Asset Management, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

7
Antonio F. Mariscal Romero
CRD#: 6619179
440 Louisiana Street, Suite 1240, Houston, TX 77002

Antonio Mariscal Romero (CRD# 6619179) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

8
Rodolfo A. Ruiz Pares
CRD#: 5773378
440 Louisiana Street, Suite 1240, Houston, TX 77002

Rodolfo Ruiz Pares (CRD# 5773378) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 13 years of experience in the finance industry.

9
Patricio Arias Sartorius
CRD#: 7240921
440 Louisiana Street, Suite 1240, Houston, TX 77002

Patricio Arias Sartorius (CRD# 7240921) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

10
Jose A. Beltran
CRD#: 7442324
440 Louisiana Street, Suite 1240, Houston, TX 77002

Jose Beltran (CRD# 7442324) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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