Hugo
Cruz
Portfolio Medics, LLC
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About this Advisor
Hugo Cruz is a financial advisor who works in San Antonio, Texas. Cruz currently works for Portfolio Medics, LLC. Throughout their career, they have worked at Portfolio Medics, Teacher'S Pension, Q-Vo Enterprises and Conference Usa. Cruz has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Portfolio Medics, LLC is a registered investment firm headquartered in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 employees. It handles $383 million in assets under management across its 2,167 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,167 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. However, fees billed by Portfolio Medics, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Hugo Cruz Work History
Hugo has been registered as a financial advisor for 0 years.*
Portfolio Medics
Teacher'S Pension
Conference Usa
Q-Vo Enterprises
Conference Usa
*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 Hugo Cruz 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 Portfolio Medics, LLC
Bonita Springs, FL
White Pine, TN
Reno, NV
Claremont, FL
Venice, FL
Aldie, VA
Bonita Springs, FL
Lakewood, CO
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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