Carla
Fava Quiroga
Innealta Capital
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About this Advisor
Carla Fava Quiroga is a financial advisor based in Austin, Texas who has 5 years of relevant experience. Fava Quiroga is on the advisory team at Innealta Capital. Over the course of their career, they have held roles at Dimensional Fund Advisors Lp, University Of Texas At Austin, Dfa Securities LLC and Innealta Capital, LLC. Fava Quiroga has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Innealta Capital is a firm operating out of Austin, TX. It oversees $286 million in assets among its 207 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 207 customer accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Innealta Capital provides a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fees usually are based on which service is provided. Fees charged by Innealta Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innealta Capital Brokerage Details
$286,210,701
17
207
$1,382,660
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Carla Fava Quiroga Work History
Carla has been registered as a financial advisor for 5 years.*
Innealta Capital, LLC
Dfa Securities LLC
Dimensional Fund Advisors Lp
Dimensional Fund Advisors Lp
University Of Texas At Austin
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carla Fava Quiroga 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 Innealta Capital
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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