Pazera Capital Management, Inc.

Pazera Capital Management, Inc. (CRD# 114363) is a financial advisory firm headquartered in Rockport, TX. They manage $466,868 in 4 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
    4
    ACCOUNTS
  • Average Account Value
    $116,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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 Pazera Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Angela W. Goodwin
CRD#: 2817743
1899 N. Live Oak Street, Rockport, TX 78382
96
Wealthminder
score

Angela Goodwin (CRD# 2817743) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Rockport, TX and has over 13 years of experience in the finance industry. Angela Goodwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Pazera
CRD#: 4996792
1899 N. Live Oak Street, Rockport, TX 78382
96
Wealthminder
score

Michael Pazera (CRD# 4996792) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Rockport, TX and has over 10 years of experience in the finance industry. Michael Pazera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas J. Pazera
CRD#: 715494
1899 North Live Oak, Rockport, TX 78382
93
Wealthminder
score

Thomas Pazera (CRD# 715494) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Rockport, TX and has over 36 years of experience in the finance industry.

4
Carolyn Allen
CRD#: 6013329
1899 N. Live Oak, Rockport, TX 78382
90
Wealthminder
score

Carolyn Allen (CRD# 6013329) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Rockport, TX and has over 4 years of experience in the finance industry.

5
Joseph A. Pazera
CRD#: 6217731
101 Clariden Ranch Road, San Angelo, TX 76902
89
Wealthminder
score

Joseph Pazera (CRD# 6217731) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in San Angelo, TX and has over 3 years of experience in the finance industry.

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