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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2022
- Office Locations
- 1
Office Locations
About Vasquez Financial Consulting LLC
Vasquez Financial Consulting is an independent RIA registered in Indiana and Texas, founded in 2021 by Jesse Vasquez. The firm serves business owners and professionals with personalized financial planning and wealth management, including tax-aware guidance, retirement and legacy planning, and insurance/long-term care considerations. Portfolios emphasize asset allocation and construction using ETFs and mutual funds, and the firm works with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jesus Arnoldo Vasquez
Chief Compliance Officer, Managing Member
- CRD
- #6968297
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,555,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,555,443 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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