Investment adviser · CRD 110564
GUERRA INVESTMENT ADVISORS
Investment adviser filing (IA)
THE RUBEN E. GUERRA COMPANY, LLC
EL PASO, TX, United States · Form ADV filed Apr 18, 2012
- Regulatory AUM
- $28M Form ADV · Item 5.F
- Client accounts
- 141 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 18, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Commissions
Principal office
201 E. MAIN, SUITE 1200EL PASO, TX, 79901, United States
CRD 110564
Filing source
Form ADV 641537 · Apr 18, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.