Quattro Financial Advisors
Firm details
- Headquarters
- Montgomery, Texas
- CRD number
- 284852
- Registered since
- August 22, 2016
- Website
- quattrofa.com
- Custodians
- J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles63.41%
- Corporations / Businesses31.67%
- HNWI4.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Quattro Financial Advisors is an institutional RIA organized as an LLC and registered with the SEC in 2016. The firm serves both individual & family and institutional clients, operating on a percentage-of-AUM fee model. Its advisory offerings include portfolio management for individuals and small businesses and management of pooled investment vehicles. The firm is owned by an individual and does not present itself as a multi-state or pension consultant adviser. Quattro’s public filing indicates a preference for equity exposure and use of SMA vehicles; it is not identified as an active ESG investor. The adviser also maintains relationships with third‑party alternative managers across several strategies and sponsors at least two private funds.
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 Equities86%
- Cash & Cash Equivalents11%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
2 of 2
Yves Cochez
Chief Investment OfficerCRD 5622010
Laura Torroja
Chief Compliance OfficerCRD 7176374
Contacts
2 of 2
Jose Luis Llamas
Managing MemberCRD 5664799
Jose Ernesto
PartnerCRD 7826167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$434M in ETFs
98%
$425M
0%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) | State Street | Passive | Short Term Bond | $36.3M | 1,226,205 | 8.37% |
Location
Montgomery, TX
Montgomery
Location
Montgomery, TX
Headquartered in Montgomery, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 625 Regal Row
- Time zone
- CT (UTC-6)
- Office locations
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