Francisco
Malfavon
Monex Asset Management, Inc
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About this Advisor
Francisco Malfavon is a financial advisor based in San Diego, California, working with Monex Asset Management, Inc. Francisco has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Monex Securities, Inc, Monex Asset Management, Inc, and Snowden Lane Partners. Francisco has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Francisco is part of Monex Asset Management, Inc, which operates out of San Diego, California. The firm has 2 offices and 20 employees. The firm manages assets totaling $200.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Monex Asset Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Monex Asset Management, Inc Brokerage Details
$200,926,531
20
300
$669,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Francisco Malfavon Work History
Monex Securities, Inc
Monex Asset Management, Inc
Snowden Lane Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Francisco Malfavon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monex Asset Management, Inc
San Diego, CA
Houston, TX
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San Antonio, TX
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Houston, TX
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Houston, TX
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