Juan
Creixell
Custos Family Office LLC
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About this Advisor
Juan Creixell is a financial advisor based in Austin, Texas, working with Custos Family Office LLC. Juan has previously held positions at Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, and Custos Family Office LLC. Juan has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Juan is part of Custos Family Office LLC, which operates out of Austin, Texas. The firm has 4 offices and 6 employees. The firm manages assets totaling $531.8 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, selection of other advisers, and other services. The fee structure at Custos Family Office LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Custos Family Office LLC Brokerage Details
$531,768,882
6
370
$1,437,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Juan Creixell Work History
Custos Family Office LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Disclosures
Please visit the SEC profile of Juan Creixell 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 Custos Family Office LLC
Littleton, CO
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, 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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