Vaquero Private Wealth, Ltd.

Vaquero Private Wealth, Ltd. (CRD# 305266) is a financial advisory firm headquartered in Dallas, TX. They manage $680,325,503 in 640 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201
https://vaquerowealth.com; twitter:@vaquerowealth and linked in: vaquerowealth.com
By the Numbers
  • Total Assets Under Management
    680
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $1,063,009
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vaquero Private Wealth, Ltd.
Showing 1 - 5 of 5 top financial advisors.
1
John Gordon, financial advisor Dallas TX
John B. Gordon
CRD#: 2515520
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201

John Gordon (CRD# 2515520) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has over 29 years of experience in the finance industry.

2
Madeleine Hall, financial advisor Dallas TX
Madeleine M. Hall
CRD#: 6682624
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201

Madeleine Hall (CRD# 6682624) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has over 6 years of experience in the finance industry.

3
Paul Harvey, financial advisor Dallas TX
Paul W. Harvey
CRD#: 873874
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201

Paul Harvey (CRD# 873874) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has over 31 years of experience in the finance industry.

4
Ryan Maynard, financial advisor Dallas TX
Ryan M. Maynard
CRD#: 4512584
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201

Ryan Maynard (CRD# 4512584) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has over 22 years of experience in the finance industry.

5
Daniel Carlton, financial advisor Dallas TX
Daniel Carlton
CRD#: 6956414
2021 Mckinney Avenue, Suite 430, Dallas, TX 75201

Daniel Carlton (CRD# 6956414) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has 1 year 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.

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