TEXAS VALLEY GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EDINBURG, Texas
CRD number
322868
Registered since
July 25, 2022

Firm profile

FINTRX

Overview

Texas Valley Group operates as a limited liability company focused on investment activities, particularly in real estate. While the firm does not have a specific classification, it engages in managing pooled investment vehicles, serving as a sponsor and managing member. The firm does not appear to be involved in capital allocation or pension consulting, and it is not classified as a multi-state adviser. Texas Valley Group is not recognized as an active ESG investor, indicating a potential focus on traditional investment strategies rather than sustainable or socially responsible investing.

Assets & Accounts

Public Holdings

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

Contacts

1 of 1
  • VINICIUS RAMOS

    Managing PartnerCRD 7603647

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

EDINBURG, TX

HIDALGO

Location

EDINBURG, TX

Headquartered in EDINBURG, TX, anchoring the McAllen-Edinburg, TX metro in the South.

Metro area
McAllen-Edinburg, TX
Region
South
County
HIDALGO
Address
204 E Cano St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth