CRD: 288435
Toro Bravo Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2017
- Office Locations
- 1
Office Locations
About Toro Bravo Investment Advisors, LLC
Toro Bravo Investment Advisors, LLC is an Amarillo, TX RIA focused on retirement-centric planning and investment management for individuals nearing or in retirement. The firm provides retirement financial planning, estate and tax planning, rollover IRA guidance, and fiduciary advice. Portfolios emphasize diversified vehicles such as ETFs and risk management as clients transition from growth to income, supported by a published retirement planning guide and education videos.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN KEITH MOON
Chief Compliance Officer, Managing Partner, WEALTH MANAGER
- CRD
- #4232771
- Ownership
- 50% but less than 75%
MUHAMMAD MUBASHIR SUBHANI
Chief Investment Officer, Managing Partner, WEALTH MANAGER
- CRD
- #6690439
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALEX FIERRO
--
- CRD
- #8215093
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,498,610 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,498,610 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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