Overview

Advisor Listing - $10MM AUM Opportunity in Mcallen, TX

1836 Investment Advisory, PLLC is a boutique investment advisory practice in McAllen, TX where Cambridge Investment Research serves as Broker/Dealer & RIA. Roland Gonzalez, Jr. functions as Principal of the firm and he is highly interested in growing his practice. Over 75% of his T-12 Revenue is in Advisory/Fee-Based/Managed Money Programs. Regarding investment philosophy, the firm is wholly committed to the thesis that capital markets are efficient as depicted in much of Modern Portfolio Theory (Fama, Booth, French, Sharpe, etc). With this in mind, Mr. Gonzalez has a special strategic partnership with Dimensional Fund Advisors out of Austin, TX and is able to leverage their intellectual capital and utilize their whole universe of funds.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...