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Mario Gonzalez

Sensus Wealth Management Group LLC

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About Mario Gonzalez

Mario Gonzalez is a registered investment advisor representative with Sensus Wealth Management Group LLC. Mario has been in the financial services industry since 2005. Mario has experience with investment company products, variable contracts, and a wide range of investment services. Mario is also a Certified Public Accountant and serves as a co-trustee for the William N. Hall Jr Residuary Trust and the William N. Hall III Trust.

Firm Information

Mario Gonzalez is currently registered with Sensus Wealth Management Group LLC. Sensus Wealth Management Group LLC is an investment advisor based in [main office location]. The firm manages $32,115,664 in regulatory assets under management and has 171 total accounts. Their clients include individuals, with a particular focus on high-net-worth individuals. They offer portfolio management for individuals.

$32.12M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mario Gonzalez’s Registration & Firm History

TX

06/30/2015 - Present

Sensus Wealth Management Group LLC (LAREDO TX)

TX

01/31/2012 - 12/26/2013

DOMINION INVESTOR SERVICES, INC. (LAREDO TX)

TX

05/31/2011 - 02/07/2012

LPL FINANCIAL LLC (LAREDO TX)

TX

08/16/2005 - 05/31/2011

RESOURCE HORIZONS GROUP LLC (LAREDO TX)

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Licenses & Designations

IA

Issued 03/03/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mario Gonzalez.
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