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TORO BRAVO INVESTMENT ADVISORS, LLC
CRD 288435
3418 OLSEN BLVD, SUITE A, AMARILLO, TX, 79109, United States
Phone
(806) 359-7766
Fax
855-422-5663
Registration
— (—)
Source
State registered
Total AUM
$31.5M
Discretionary AUM
$31.5M
Team
5 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $25.5M |
| High net worth individuals | 4 | $6.0M |
All web addresses on file
- https://www.torobravoadvisors.com
- https://www.facebook.com/Toro-Bravo-Investment-Advisors-LLC-291896841539182
- https://www.youtube.com/@torobravoinvestmentadvisor5959
- https://www.instagram.com/toro_bravo_advisors/
- https://www.linkedin.com/in/brian-keith-moon-rssa-certified-financial-fiduciary-677335b1?miniProfileUrn=urn%3Ali%3Afs_miniProfil
- https://www.linkedin.com/in/mubashirsubhani?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAABiTXEIBR0hCTH5VqUpqA8o-Bo1ZYay2M70&l
Official SEC filing: View on IAPD