Tectonic Advisors LLC

Tectonic Advisors LLC (CRD# 139713) is a financial advisory firm headquartered in Plano, TX. They manage $1,122,942,090 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

6900 North Dallas Parkway, Suite 500, Plano, TX 75024

http://www.tectonicadvisors.com

By the Numbers

Total Assets Under Management

1,123

MILLION
Total Number of Accounts

34

ACCOUNTS
Average Account Value

$33,027,709

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)
Other

Types of Clients

Registered States

Registered Investment Advisor

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.

Financial Advisors at Tectonic Advisors LLC

Showing 1 - 5 of 5 top financial advisors.

Juaquin G. Arellano

CRD#: 4921770

600 Travis Street Ste 5900, Houston, TX 77002

Wealthminder

score

Juaquin Arellano (CRD# 4921770) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 5 years of experience in the finance industry. Juaquin Arellano 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.

Nancy E. Dixon

CRD#: 2806279

6900 North Dallas Parkway, Suite 500, Plano, TX 75024

Wealthminder

score

Nancy Dixon (CRD# 2806279) is an Investment Advisor Representative working at Tectonic Advisors LLC in Plano, TX and has over 20 years of experience in the finance industry.

Brittany S. Steitz

CRD#: 6290026

600 Travis St Ste 5900, Houston, TX 77002

Wealthminder

score

Brittany Steitz (CRD# 6290026) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 3 years of experience in the finance industry.

Sean W. Sessel

CRD#: 6533510

2777 Allen Parkway, Suite 525, Houston, TX 77019

Wealthminder

score

Sean Sessel (CRD# 6533510) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 2 years of experience in the finance industry.

Arthur H. Sherman

CRD#: 2813406

600 Travis, Suite 5900, Houston, TX 77002

Wealthminder

score

Arthur Sherman (CRD# 2813406) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 20 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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