$11.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
3600 N. Mccoll RD Mcallen TX
About Animus Wealth Management, Llc.
Animus Wealth Management, Llc. is a Mcallen-based RIA. The firm has been operating for 6 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
28 AVG AGE
$11.9M AVG AUM / ADVISOR
$360.6K AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Oak
Client Personas
Legacy
Investment Themes
Delta Zenith focus
Investment Vehicles
Ridge horizon
Services
Frontier catalyst Harbor focus Optima timber Capital bridge Insight
Owner & Executives
R
ROLANDO JAVIER PEREZ JR
Chief Compliance Officer, President
- CRD
- #6536522
- Ownership
- 75% or more
(409) 941-3753
ember.frontier@harborcapital.com
in linkedin.com/in/frontier-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,900,000 | -- |
| Total | $11,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,900,000
Public Funds:
14.3% Equity - Exchange:
27.9% Cash:
57.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $68,468,516 | 14.3% |
| Equity - Exchange | $133,585,426 | 27.9% |
| Cash | $276,746,868 | 57.8% |
| Total | $478,800,810 | 100.0% |