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Building 2VAQUERO PRIVATE WEALTH, LTD.

Map pinDALLAS, TX
Phone214-269-7855
NotebookSEC #801-117364
Total AUM
$928.9M
Employees
9
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8111 DOUGLAS AVENUE
SUITE 1350
DALLAS
TX 75225
United States
Operating Hours
8 TO 5
Monday - Friday
Phone
214-269-7855

ReceiptFinancials

Total AUM
$928.9M
Accounts
739
Discretionary
$820.9M
Accounts
702
Non-Discretionary
$108M
Accounts
37

ContactClients

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Individual Clients
79
AUM
$17.9M
HNW Individual Clients
179
AUM
$871.7M
Pension/Profit Sharing Plan Clients
5
AUM
$11M
Charitable Organization Clients
4
AUM
$7.6M
Insurance Company Clients
1
AUM
$3.3M
Corporation or Business Clients
17
AUM
$17.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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