$52.4K Total AUM
$52.4K Disc. AUM
-- 3Y CAGR
26 Employees
6 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
5075 Westheimer Rd. Suite 975w Houston TX
About Binvesting
Binvesting is a Houston-based RIA. The firm has been operating for 2 years. Managing $52.4K in total assets under management, with 4 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$13.1K AVG AUM / ADVISOR
$8.7K AVG AUM / CLIENT
1.3 yrs AVG TENURE
26 Employees
4 Advisory Reps
6 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Miguel Angel Castellanos Hernandez
DIRECTOR OF HUMAN RESOURCES
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Jorge Antonio Figueroa
CHIEF OPERATING OFFICER, OPERATIONS DIRECTOR
- CRD
- #7757962
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 10 owners & executives
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J
Juan Carlos Barraza
--
- CRD
- #2979487
Available
Available
Available
Salomon Lahana
Wealth Advisor
- CRD
- #4318862
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,430 | $8,738 |
| Non-Discretionary | $0 | -- |
| Total | $52,430 | $8,738 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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