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Guerra Investment Advisors

Headquartered in EL PASO, TX

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Firm Information

Guerra Investment Advisors is an investment advisor with 124 client accounts and approximately $31 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and other advisory services. They primarily serve high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations. The firm has one licensed agent and two investment advisor representatives.

Guerra Investment Advisors

$31.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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active investment managment

Active investment managment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GUERRA INVESTMENT ADVISORS has a total of 1 branch locations across the country.
location

EL PASO, TX

Advisors at Guerra Investment Advisors

View All 2 Advisors
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Susan Jane Guerra

RA

EL PASO, TX

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Ruben Edward Guerra

RA

EL PASO, TX

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Disclosures

There are no public disclosures for Guerra Investment Advisors.

Frequently Asked Questions (6)

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