$362.7K Total AUM
$361.0K Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2018
- Office Locations
- 1
Office Locations
-- Houston TX
About Inversso, LLC
Inversso, LLC is a US-based, SEC/FINRA-regulated investment adviser focused on helping non-US residents, particularly in Latin America, invest in US markets. The firm builds and manages risk-profiled ETF portfolios, with client assets held in the client’s name at Charles Schwab or Interactive Brokers, and provides 24/7 online account visibility.
Team overview
-- AVG AGE
$362.7K AVG AUM / ADVISOR
$5.5K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SYLVIA EUGENIA CUBILLO GONZALEZ
MANAGING PRINCIPAL
- CRD
- #5974337
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOSE MIGUEL CUBILLO GONZALEZ
Investment advisor representative
- CRD
- #7056512
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $361,000 | $5,918 |
| Non-Discretionary | $1,700 | $340 |
| Total | $362,700 | $5,495 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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