Inexco Advisors LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$2.5M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
301686
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inexco Advisors LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advisory work for pooled investment vehicles, charging fees as a percentage of assets under management. Its client base is institutional rather than individual retail clients. Filings indicate it is not an active ESG investor and it is not characterized as a pension consultant, capital allocator, or related adviser. SEC registration year is not listed in the snapshot data. The firm’s stated advisory activity centers on portfolio management for pooled vehicles rather than one-on-one wealth management or advisory services to high-net-worth families.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Peet

    Chief Compliance OfficerCRD 4191309

  • Luis Cercos

    CEOCRD 7093975

Contacts

1 of 1
  • Manuel Romero

    Manuel Romero

    Director, LegalCRD 7093966

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth