E
$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2016
- Office Locations
- 1
Office Locations
150 N. Grand AVE Suite 203 West Covina CA
About Enrique Villalobos & Associates
Enrique Villalobos & Associates is a West Covina, CA advisory firm providing low-pressure personal and professional guidance, including financial, tax, and estate planning, insurance, and portfolio construction. Client focus includes entrepreneurs. Investment implementation is largely ETF-based (with mutual funds and cash as needed), custodied at Altruist. Affiliated with CFP, NAPFA, NATP and NAEA.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$409.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Client Personas
Catalyst glacier
Investment Themes
Ridge
Investment Vehicles
Vertex glacier
Services
North atlas Zenith Foundation Catalyst Legacy alpha Summit pioneer
Owner & Executives
E
ENRIQUE VILLALOBOS
Advisor, Chief Compliance Officer
- CRD
- #4418425
- Ownership
- 75% or more
(391) 516-3519
unison.ember@foundationcapital.com
in linkedin.com/in/quantum-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,551,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,551,434 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,551,434
Equity - Exchange:
60.1% Cash:
39.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,870,752,842 | 60.1% |
| Cash | $3,233,661,205 | 39.9% |
| Total | $8,104,414,047 | 100.0% |