P
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Morgan Stanley · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2026
- Office Locations
- 1
Office Locations
1214 Montana AVE EL Paso TX
About Pecusavvy Financial
Pecusavvy Financial is a EL Paso-based RIA. The firm has been operating for 0 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Morgan Stanley.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$570.5K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Benjamin Armando Lopez
Chief Compliance Officer, PRINCIPAL
- CRD
- #6436076
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,127,832 | $190,163 |
| Non-Discretionary | $0 | -- |
| Total | $9,127,832 | $190,163 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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