Patricio
Arias Sartorius

Monex Asset Management, Inc

CRD#7240921
Investment Advisor
in Houston, TX

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About this Advisor

Patricio Arias Sartorius is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Patricio has previously held positions at Monex Securities, Inc, University Of Houston, Sheridan College, Prosoltek S.A. De C.V, Hult International Business School, The Woodlands High School, Full Time Student, and Monex Asset Management, Inc. Patricio has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Patricio 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

Patricio Arias Sartorius Work History

2023 - Present (1 year)

Monex Asset Management, Inc

2021 - Present (3 years)

Monex Securities, Inc

2019 - Present (5 years)

University Of Houston

2020 - 2021 (1 year)

Monex Securities, Inc

2019 - 2019 (< 1 year)

Sheridan College

2018 - 2019 (1 year)

Prosoltek S.A. De C.V

2017 - 2018 (1 year)

Hult International Business School

2014 - 2017 (3 years)

The Woodlands High School

2011 - 2014 (3 years)

Full Time Student

Disclosures

Please visit the SEC profile of Patricio Arias Sartorius 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

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

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