CRD: 153185
Firmo Investment Consulting Services
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $154.2K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAVIER RIVERA JIMENEZ
Chief Compliance Officer, Founder
- CRD
- #3015299
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Firmo Investment Consulting Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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