Join or Login for Access

SL advisors Listing
Financial Advisor   

$10MM AUM | $100 GDC in Mcallen, TX

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Mcallen, TX, US
12 Month Gross Revenue
$100
Number of Accounts
100
Avg Client Age
45

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.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging