Patricio
Arias Sartorius
Monex Asset Management, Inc
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About this Advisor
Patricio Arias Sartorius is a financial advisor based out of Houston, Texas. Arias Sartorius is currently employed by Monex Asset Management, Inc. During their career, the advisor has held roles 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. Arias Sartorius has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Monex Asset Management, Inc is a firm that has its headquarters in Houston, TX. It has offices in two locations and a total of 18 people on staff. It handles $160 million in assets under management among its 258 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 258 client accounts, 50% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice are based on the financial services provided. However, fee types billed by Monex Asset Management, Inc may include any combination 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
Patricio Arias Sartorius Work History
Patricio has been registered as a financial advisor for 0 years.*
Monex Asset Management, Inc
Monex Securities, Inc
University Of Houston
Monex Securities, Inc
Sheridan College
Prosoltek S.A. De C.V
Hult International Business School
The Woodlands High School
Full Time Student
*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 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
San Antonio, TX
Houston, TX
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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