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Building 2PECUSAVVY FINANCIAL, LLC

Map pinEL PASO, TX
Phone(915) 944-1850
NotebookSEC #801-135270
Total AUM
$9.1M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1214 MONTANA AVE
EL PASO
TX 79902
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(915) 944-1850

ReceiptFinancials

Total AUM
$9.1M
Accounts
50
Discretionary
$9.1M
Accounts
49
Non-Discretionary
$3.8K
Accounts
1

ContactClients

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Individual Clients
10
AUM
$2.3M
HNW Individual Clients
6
AUM
$6.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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