Mayra
Rodriguez

Monex Asset Management, Inc

CRD#5568019
Investment Advisor
in Houston, TX

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About this Advisor

Mayra Rodriguez is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Mayra has previously held positions at Monex Securities, Inc, Homemaker, Black Door Staging LLC, and Monex Asset Management, Inc. Mayra has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Mayra is part of Monex Asset Management, Inc, which operates out of Houston, Texas. The firm has 2 offices and 20 employees. The firm manages assets totaling $200.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Monex Asset Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

440 Louisiana Street Suite 1240
Houston, TX 77002

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Monex Asset Management, Inc Brokerage Details

Total Assets Under Management

$200,926,531

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

20

TX Average: 49
Total Number of Accounts

300

TX Average: 2,315
Average Account Size

$669,755

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mayra Rodriguez Work History

2022 - Present (2 years)

Monex Securities, Inc

2022 - Present (2 years)

Monex Asset Management, Inc

2019 - 2021 (2 years)

Black Door Staging LLC

2012 - 2022 (10 years)

Homemaker

Disclosures

Please visit the SEC profile of Mayra Rodriguez 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 Monex Asset Management, Inc

Edgar Lesser
Houston, TX
Cristina Eddy
San Diego, CA
Mayra Rodriguez
Houston, TX
Oscar Flores
San Antonio, TX
Emilio Soto
Houston, TX
Victor Joffe
San Antonio, TX
Luis Osawa Guerrero
Houston, 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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