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).
Total Assets Under Management192MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$4,265,852
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.