Rafael Villagran is a registered investment advisor at Genesia Investments LLC, based in Greer, SC, with 15 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Genesia Investments does not offer investment management services directly to individual investors. They provide sub-advisory services to other investment advisors.
Location
Greer, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rafael is a member of Villagran Investments LLC, where he publishes newsletters and consults for institutional clients. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Genesia Investments LLC
Previous Registrations
Northwest Asset Management
Coldstream Securities, INC.Broker
Coldstream Wealth Management
Itg INC.Broker
Rigel Capital LLC
Genesia Capital Advisors
Genesia Capital Advisors
Rigel Capital LLC
Rigel Capital Management INC
State Registrations1 state
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