Mayra
Rodriguez
Monex Asset Management, Inc
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About this Advisor
Mayra Rodriguez is a financial advisor based out of Houston, Texas who has 1 year of industry experience. Rodriguez works at Monex Asset Management, Inc. Throughout their career, Rodriguez has worked at Monex Securities, Inc, Homemaker, Black Door Staging LLC and Monex Asset Management, Inc. Rodriguez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Monex Asset Management, Inc is a financial advisory company operating out of Houston, TX. The investment advisory business has offices in two locations and a total of 18 financial advisors. It has $160 million in assets across its 258 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 258 client accounts, 50% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Monex Asset Management, Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monex Asset Management, Inc Brokerage Details
$159,692,367
18
258
$618,963
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mayra Rodriguez Work History
Mayra has been registered as a financial advisor for 1 years.*
Monex Securities, Inc
Monex Asset Management, Inc
Black Door Staging LLC
Homemaker
*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 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
San Antonio, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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