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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2016
- Office Locations
- 1
Office Locations
About ESI Advisors
ESI Advisors (ESI Financial) provides retirement-focused planning and investment guidance, with registered representatives, advisors, and insurance agents supporting clients from portfolio building through retirement account strategy. The team emphasizes ongoing client education and includes Dave Ramsey Endorsed Local Providers/SmartVestor professionals. Retail-focused and custodied at Charles Schwab, with ETF use reflected in its managed accounts.
Team overview
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Asset Classes
Client Personas
Investment Themes
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Services
Owner & Executives
Julio Javier Cintron
Branch Manager, President
- CRD
- #6650530
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,356 | -- |
| Non-Discretionary | $901,836 | -- |
| Total | $1,343,192 | -- |
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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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