CRD: 153185
Firmo Investment Consulting Services
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2011
- Office Locations
- 1
Office Locations
About Firmo Investment Consulting Services
Firmo Investment Consulting Services is an independent Pasadena, CA RIA offering fee- and performance-based, no-commission portfolio management, along with financial and business planning, retirement plan (401(k)) support, and insurance/risk management solutions. The firm uses a goals-first “Investing with a Purpose” process and primarily allocates via public funds and ETFs, with custody through providers such as Interactive Brokers and Vanguard.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAVIER RIVERA JIMENEZ
Chief Compliance Officer, Founder
- CRD
- #3015299
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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