Alfonso
Lopez Portillo Martinez
Monex Asset Management, Inc
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About this Advisor
Alfonso Lopez Portillo Martinez is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Alfonso has previously held positions at Monex Securities, Inc, Monex Casa De Bolsa, and Monex Asset Management, Inc. Alfonso has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Alfonso is part of Monex Asset Management, Inc, which operates out of Houston, Texas. 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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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
Alfonso Lopez Portillo Martinez Work History
Monex Asset Management, Inc
Monex Securities, Inc
Monex Securities, Inc
Monex Casa De Bolsa
Disclosures
Please visit the SEC profile of Alfonso Lopez Portillo Martinez 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
San Antonio, TX
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
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