EL MENUDO CUENTA LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 328439
- Registered since
- August 22, 2024
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
EL Menudo Cuenta LLC is a small, individual-owned limited liability company that registered with the SEC in 2024. The firm targets individual and family clients and delivers portfolio management for individuals and small businesses alongside educational seminars and workshops. It operates on a fixed-fee basis, does not position itself as a capital allocator, and does not emphasize ESG in its public disclosures. The adviser appears organized around direct client servicing rather than institutional or pension consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1THOMAS MORGAN
Chief Compliance OfficerCRD 5917608
Contacts
3 of 4FRANCISCO SERBIA
Managing PartnerCRD 4206804
DARSHAN BHATT
Founding MemberCRD 4257912
ROBERT SWIGERT
Co-FounderCRD 5846103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 600 NE 36th St
- Time zone
- ET (UTC-5)
- Office locations
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