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VAQUERO PRIVATE WEALTH, LTD.
2021 Mckinney Avenue
Suite 430
Dallas, Texas 75201
Tel: 214-269-7855
About VAQUERO PRIVATE WEALTH, LTD.
VAQUERO PRIVATE WEALTH, LTD, formally registered with the SEC as VAQUERO PRIVATE WEALTH, LTD. The firm was established in 09/20/2019. They have over 1 offices throughout the country.
VAQUERO PRIVATE WEALTH, LTD. is a Dallas, Texas based Financial Planning firm with nearly $798,554,146 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305266 |
| SEC# | 801-117364 |
| Assets Managed by Firm | $798,554,146 |
| No. of Clients | 682 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 682 | $798,554,146 |
| Individuals (other than high net worth individuals) | 70 | $13,159,110 |
| High net worth individuals | 159 | $762,209,495 |
| Pension and profit sharing plans | 6 | $9,225,045 |
| Charitable organizations | 4 | $6,748,572 |
| Corporations or other businesses | 16 | $3,981,022 |
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