Juaquin
Arellano

Tectonic Advisors LLC

CRD#4921770
Investment Advisor
in Houston, TX

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About this Advisor

Juaquin Arellano is a certified financial planner working out of Houston, Texas with 6 years of relevant experience. Arellano is currently employed by Tectonic Advisors LLC. Arellano has gained experience at Salient Partners, L.P, Salient Capital Advisors, LLC, Salient Capital, L.P and Sanders Morris Harris LLC. Arellano maintains a Series 63 license, certifying them as a securities agent, and can serve investors in Texas. Tectonic Advisors LLC is a financial advisory firm based out of Frisco, TX. The investment advisory business has a total of 13 financial advisors. It handles $3 billion in assets under management across its 5,751 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 5,751 customer accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. Tectonic Advisors LLC offers a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually are based on which service is provided. Fee types charged by Tectonic Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

600 Travis Street Ste 5900
Houston, TX 77002

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Tectonic Advisors LLC Brokerage Details

Total Assets Under Management

$2,638,413,654

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

13

TX Average: 49
Total Number of Accounts

5,751

TX Average: 2,315
Average Account Size

$458,775

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Juaquin Arellano Work History

Juaquin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Sanders Morris Harris LLC

2013 - 2017 (4 years)

Salient Capital, L.P

2012 - 2017 (5 years)

Salient Capital Advisors, LLC

2005 - 2017 (12 years)

Salient Partners, L.P

*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 Juaquin Arellano 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 Tectonic Advisors LLC

Carla Keck
Frisco, TX
Juaquin Arellano
Houston, TX
Arthur Sherman
Houston, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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