Alfonso
Lopez Portillo Martinez

Monex Asset Management, Inc

CRD#6462245
Investment Advisor
in Houston, TX

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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

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

440 Louisiana Street Suite 1240
Houston, TX 77002

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Monex Asset Management, Inc Brokerage Details

Total Assets Under Management

$200,926,531

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

300

TX Average: 2,315
Average Account Size

$669,755

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alfonso Lopez Portillo Martinez Work History

2023 - Present (1 year)

Monex Asset Management, Inc

2020 - Present (4 years)

Monex Securities, Inc

2015 - 2020 (5 years)

Monex Securities, Inc

2005 - 2015 (10 years)

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

Cristina Eddy
San Diego, CA
Edgar Lesser
Houston, TX
Emilio Soto
Houston, TX
Mayra Rodriguez
Houston, TX
Victor Joffe
San Antonio, TX
Oscar Flores
San Antonio, TX
Bernardo Hubard
Houston, TX
Luis Osawa Guerrero
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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