Hugo
Cruz
Portfolio Medics, LLC
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About this Advisor
Hugo Cruz is a financial advisor based in San Antonio, Texas, working with Portfolio Medics, LLC. Hugo has previously held positions at Portfolio Medics, Teacher's Pension, Q-Vo Enterprises, and Conference USA. Hugo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Hugo is part of Portfolio Medics, LLC, which operates out of San Antonio, Texas. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Hugo Cruz Work History
Portfolio Medics
Teacher'S Pension
Conference Usa
Q-Vo Enterprises
Conference Usa
Disclosures
Please visit the SEC profile of Hugo Cruz 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 Portfolio Medics, LLC
Bonita Springs, FL
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Port Charlotte, FL
Davidson, NC
Bonita Springs, FL
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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