T.o.s. Advisors, LLC

T.o.s. Advisors, LLC (CRD# 165004) is a financial advisory firm headquartered in Houston, TX. They manage $191,963,322 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $4,265,852
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 T.o.s. Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ricardo L. Nazario
CRD#: 1843654
Two Post Oak Center, 1980 Post Oak Blvd., Ste. 1500, Houston, TX 77056
93
Wealthminder
score

Ricardo Nazario (CRD# 1843654) is an Investment Advisor Representative working at T.o.s. Advisors, LLC in Houston, TX and has over 27 years of experience in the finance industry.

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