Mauricio
Sanchez
Martin Capital Advisors, Llp
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About this Advisor
Mauricio Sanchez is a financial advisor based in San Antonio, Texas, working with Martin Capital Advisors, Llp. Mauricio has previously held positions at Per Stirling Capital Management, Compass Bank, Sigma Financial Corp, Bbva Weath Solutions Inc, Bbva Compass Insurance Agency, Inc, Jpmorgan Securities LLC, Gurupresario, Sanch Mgt, Bbva Securities Inc, Spc, and Martin Capital Advisors, Llp. Mauricio has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Mauricio is part of Martin Capital Advisors, Llp, which operates out of San Antonio, Texas. The firm has 3 offices and 8 employees. The firm manages assets totaling $125.0 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, and portfolio management for institutional clients. The fee structure at Martin Capital Advisors, Llp includes asset-based fees.
Certifications and Registrations
Services Offered
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Martin Capital Advisors, Llp Brokerage Details
$124,991,402
8
80
$1,562,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mauricio Sanchez Work History
Martin Capital Advisors, Llp
Gurupresario
Jpmorgan Securities LLC
Bbva Compass Insurance Agency, Inc
Sanch Mgt
Compass Bank
Sigma Financial Corp
Bbva Weath Solutions Inc
Bbva Securities Inc
Spc
Per Stirling Capital Management
Disclosures
Please visit the SEC profile of Mauricio Sanchez 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 Martin Capital Advisors, Llp
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
College Station, TX
San Antonio, TX
San Antonio, TX
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