Vanessa
Avila

Mcgowan Group Asset Management, Inc

CRD#5319464
Investment Advisor
in Dallas, TX

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About this Advisor

Vanessa Avila is a financial advisor based out of Dallas, Texas, with 12 years of relevant experience. Avila is on the advisory team at Mcgowan Group Asset Management, Inc. They have been employed by Mcgowan Group Asset Management, Inc for their complete career. Avila has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Mcgowan Group Asset Management, Inc is an advisory firm operating out of Dallas, TX. It handles $777 million in total assets between its 2,061 accounts, placing it among the larger firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 2,061 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Mcgowan Group Asset Management, Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which service is provided. However, fees charged by Mcgowan Group Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

200 Crescent Court Suite 657
Dallas, TX 75201

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Mcgowan Group Asset Management, Inc Brokerage Details

Total Assets Under Management

$776,639,780

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

10

TX Average: 49
Total Number of Accounts

2,061

TX Average: 2,315
Average Account Size

$376,827

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Vanessa Avila Work History

Vanessa has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Mcgowan Group Asset Management, Inc

*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 Vanessa Avila 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 Mcgowan Group Asset Management, Inc

Stephen Norris
Dallas, TX
Ismael Sanchez
Dallas, TX
Harrison Smith
Dallas, TX
Alexander Tollen
Dallas, TX
Vanessa Avila
Dallas, TX
Spencer Mcgowan
Dallas, TX
Joyce Cheng
Dallas, TX
Andrew Orton
Dallas, 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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