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- Custodian
- Interactive Brokers ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2023
- Office Locations
- 1
Office Locations
About EL Menudo Cuenta LLC
El Menudo Cuenta, LLC (EMC) is an SEC-registered RIA offering a Spanish-language digital platform to help individuals save, invest, and learn. MC Efectivo targets liquid cash needs via money market funds/low-risk ETFs; MC Inversiones and MC Futuro build goal- and risk-based ETF portfolios (from conservative to aggressive), monitored and rebalanced by algorithms. Brokerage/custody is through Interactive Brokers; pricing is subscription-based with no commissions or AUM-based fees.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANCISCO X SERBIA
Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
CARLOS MANUEL ASILIS
Chief Operating Officer, Owner
- CRD
- #2574188
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600 | $327 |
| Non-Discretionary | $0 | -- |
| Total | $3,600 | $327 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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