Oscar
Flores

Monex Asset Management, Inc

CRD#861991
Investment Advisor
in San Antonio, TX

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About this Advisor

Oscar Flores is a financial advisor based in San Antonio, Texas, working with Monex Asset Management, Inc. Oscar has previously held positions at Southwest Securities Inc, Monex Securities, Inc, and Monex Asset Management, Inc. Oscar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Oscar is part of Monex Asset Management, Inc, which operates out of San Antonio, 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 63, Series 65

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

18756 Stone Oak Parkway
San Antonio, TX 78258

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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

Oscar Flores Work History

2015 - Present (9 years)

Monex Securities, Inc

2015 - Present (9 years)

Monex Asset Management, Inc

2012 - 2015 (3 years)

Southwest Securities Inc

Disclosures

Please visit the SEC profile of Oscar Flores 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
Oscar Flores
San Antonio, TX
Victor Joffe
San Antonio, TX
Emilio Soto
Houston, TX
Mayra Rodriguez
Houston, TX
Luis Osawa Guerrero
Houston, TX
Charles Lautz
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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