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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ProShares Ultra QQQ $1,231,000
ETFS Physical Swiss Gold Shares $551,000

    Assets

    Assets

    Last updated on June 16, 2019
      • $1.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 866
        Accounts
      • $1.6M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    28

    name start date
    Maria Luisa Boyd
    April 2010
    Jose Roberto Lopez
    May 2018
    Mauricio U Assael
    September 2016
    Hector Francisco Munguia Romo
    September 2012
    Jose Maria Chacon Soto
    August 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Blue Point LLC -- --
      Investment Placement Commodities -- --
      Investment Placement Group Broker-Dealer $577,567,580
      Ipg Securities Inc -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Adolfo Gonzalezrubio Member/Chairman December, 2011 25% to 50%
        Alfonso Aldrete Member January, 2010 10% to 25%
        Albert Benrey Member/Chief Executive Officer December, 2011 10% to 25%
        Maria Luisa Boyd Chief Compliance Officer January, 2010 less than 5%
        Martha Elizabeth Soto Aceves Cfo December, 2015 less than 5%
        Gilbert John Addeo Coo July, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Commissions
          • Other