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GUERRA INVESTMENT ADVISORS
THE RUBEN E. GUERRA COMPANY, LLC
CRD 110564 · SEC 801-50336
5812 CROMO, SUITE 203, EL PASO, TX, 79912, United States
Phone
915-760-5551
Fax
915-760-6661
Registration
— (—)
Source
State registered
Total AUM
$42.0M
Discretionary AUM
$42.0M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ACTIVE INVESTMENT MANAGMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $19.0M |
| High net worth individuals | 15 | $20.0M |
| Charitable organizations | 2 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD