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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum zenithInsight
- Established Date
- 04-12-2006
- Office Locations
- 1
Office Locations
About Guerra Investment Advisors
Guerra Investment Advisors is a fiduciary RIA in El Paso, TX serving individuals and employers with retirement-focused financial planning and investment management, including portfolio construction and estate/insurance planning. The firm emphasizes active asset allocation and primarily implements portfolios with ETFs (alongside mutual funds), with custody via Charles Schwab—relevant for managers seeking ETF model distribution and platform alignment.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
RUBEN EDWARD GUERRA
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1633387
- Ownership
- 50% but less than 75%
SUSAN JANE GUERRA
COMPLIANCE MANAGER, Investment Advisor
- CRD
- #4727162
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | $200,000 |
| Non-Discretionary | $0 | $45,000 |
| Total | $42,000,000 | $198,901 |
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Separately Managed Accounts
Total SMA Asset: $42,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $324,506,598 | 20.0% |
| Cash | $1,298,026,394 | 80.0% |
| Total | $1,622,532,992 | 100.0% |