Mazuelos & Company Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 316534
- Website
- mazuelosco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.74%
- Individuals27.22%
- Corporations / Businesses1.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mazuelos & Company Wealth Management operates as a limited liability company that provides portfolio management primarily for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. It is owner-operated (individual owner) and does not present itself as a multi-state adviser, pension consultant, or capital allocator. Environmental, social, and governance (ESG) investing is not listed as an active priority.
Assets & Accounts
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
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Robert Mazuelos
Managing DirectorCRD 5818400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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