Cesar
Ortega
Wolf Group Capital Advisors
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About this Advisor
Cesar Ortega is a financial advisor based in Fairfax, Virginia with 2 years of relevant experience. Ortega is on the advisory team at Wolf Group Capital Advisors. During their career, Ortega has held roles at Cresta Advisors, Texas A&M International University, Middle And High School, Wade Financial Advisory and Wolf Group Capital Advisors. Ortega maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas and Virginia. Wolf Group Capital Advisors is a firm that has its headquarters in Fairfax, VA. The firm has offices in two locations and a total of eight people on staff. It oversees $373 million in assets across its 765 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 765 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets. Wolf Group Capital Advisors provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services offered. Fees charged by Wolf Group Capital Advisors likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wolf Group Capital Advisors Brokerage Details
$372,810,806
8
765
$487,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cesar Ortega Work History
Cesar has been registered as a financial advisor for 2 years.*
Wolf Group Capital Advisors
Wade Financial Advisory
Cresta Advisors
Texas A&M International University
Middle And High School
*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 Cesar Ortega 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 Wolf Group Capital Advisors
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
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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