GAMBOA CAPITAL MANAGEMENT INC.
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 110201
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gamboa Capital Management Inc. is a small, individually owned corporation that provides portfolio management services to individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and operates under an unclassified RIA profile. Its filing indicates it is not a multi-state adviser, does not position itself as an active ESG investor, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities60%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents20%
Contacts
1 of 1MARCO GAMBOA
President and Portfolio ManagerCRD 1797052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 4435 Naco Perrin Blvd
- Time zone
- CT (UTC-6)
- Office locations
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