Volumetric Advisers
Firm details
- Headquarters
- ,
- CRD number
- 107351
- Registered since
- May 15, 1985
- Website
- www.volumetricadvisers.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.44%
- Individuals0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Volumetric Advisers is a corporate, SEC-registered investment adviser that has been registered since 1985 and operates as an institutional RIA and capital allocator. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory capabilities, as reported, include financial planning, portfolio management for individuals/small businesses, portfolio management for investment companies, and selection of other advisers. The snapshot indicates Volumetric Advisers does not position itself as an active ESG investor.
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 Equities90%
- US Government Bonds10%
Contacts
3 of 3
Jeffrey Gibs
PresidentCRD 1857031
Agnes Gibs
Direct OwnerCRD 4497519
Alejandro Aleman
Vice President & Portfolio ManagerCRD 7681986
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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