Gonzalo
Quintana Garcia

Quattro Financial Advisors

CRD#7247301
Investment Advisor
in Spring, TX

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About this Advisor

Gonzalo Quintana Garcia is a financial advisor operating in Spring, Texas with 1 year of relevant experience. Quintana Garcia is on the advisory team at Quattro Financial Advisors. Quintana Garcia has gained experience at Vectorglobal Iag, Inc, Visa Franchise, Amazon.Com, Student, Seaview Investment Managers and Quattro Financial Advisors. Quintana Garcia maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Texas. Quattro Financial Advisors is an advisory firm based out of Spring, TX. The investment advisory business has just four financial advisors. It controls $1 billion in assets under management between its 283 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 283 accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fee schedules typically are based on the type of financial services provided. However, fees charged by Quattro Financial Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

1725 Hughes Landing Blvd Suite 845
Spring, TX 77380

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Quattro Financial Advisors Brokerage Details

Total Assets Under Management

$1,040,518,442

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

4

TX Average: 49
Total Number of Accounts

283

TX Average: 2,315
Average Account Size

$3,676,744

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Gonzalo Quintana Garcia Work History

Gonzalo has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Quattro Financial Advisors

2020 - 2020 (< 1 year)

Vectorglobal Iag, Inc

2020 - 2022 (2 years)

Seaview Investment Managers

2019 - 2020 (1 year)

Visa Franchise

2019 - 2019 (< 1 year)

Amazon.Com

2010 - 2019 (9 years)

Student

*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 Gonzalo Quintana Garcia 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 Quattro Financial Advisors

Yves Cochez
Spring, 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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