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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Armis Financial, LLC
Armis Financial is an Austin, TX wealth management firm offering financial planning, asset management, and portfolio construction with a focus on straightforward fee disclosure. The firm emphasizes education around mutual-fund costs and tradeoffs and discusses alternative solutions, pairing that with a risk-profile framework that goes beyond standard risk-tolerance questionnaires. Investment use spans ETFs, fixed income, and alternatives.
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Investment Themes
Investment Vehicles
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Owner & Executives
David Salazar
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #6726030
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $636,120 | -- |
| Non-Discretionary | $0 | -- |
| Total | $636,120 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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