Jose
Cubillo Gonzalez
Stonecrest Advisors, Inc
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About this Advisor
Jose Cubillo Gonzalez is a financial advisor based in Austin, Texas, working with Stonecrest Advisors, Inc. Jose has previously held positions at Inversso, LLC, Pictorica, Zurcher, Odio, Raven, Full Time Education, Picado Y Leon Law Firm, and Stonecrest Advisors, Inc. Jose has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Jose is part of Stonecrest Advisors, Inc, which operates out of Austin, Texas. The firm has 6 offices and 14 employees. The firm manages assets totaling $133.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Stonecrest Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Stonecrest Advisors, Inc Brokerage Details
$133,802,972
14
310
$431,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jose Cubillo Gonzalez Work History
Stonecrest Advisors, Inc
Inversso, LLC
Pictorica
Zurcher, Odio, Raven
Picado Y Leon Law Firm
Full Time Education
Disclosures
Please visit the SEC profile of Jose Cubillo Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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