Toro Bravo Investment Advisors, LLC

RIAState Registered

Total AUM

$31.5M

Discretionary

$31.5M

100% of AUM

Avg account

$118K

Accounts

266

Employees

Advisory reps

Firm details

Headquarters: Amarillo, Texas
CRD number: 288435
Website: www.torobravoadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals81.06%
HNWI18.94%
Services: Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Toro Bravo Investment Advisors, LLC is an independent, Texas-registered wealth advisory firm organized as an LLC and owned by an individual. The practice focuses on serving individual and family clients, delivering portfolio management for individuals and small businesses alongside pension consulting and client education through seminars and workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not present itself as an ESG-focused advisor and appears to operate primarily within its state registration.