Daniel Eugene Rodriguez

Sensus Wealth Management Group LLC

24 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth

Sensus Wealth Management Group LLC

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

76 clients

Average Client Portfolio

$400K average

Assets Under Management

$30.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Daniel holds an insurance license and receives commissions, dedicating minimal time to this activity. He is also a managing member of SENSUS Capital Group LLC and Investor Funding - Roof Top Living Near the Pearl LLC, both involved in capital formation, management consulting, and real estate development, as well as Vice President of SENSUS Entertainment Group LLC.

Employment History

Current Registrations

Sensus Wealth Management Group LLC

October 2013 - Present · 12 yrs 4 mos

Previous Registrations

Facilitar Capital Group LLC

October 2018 - April 2021 · 2 yrs 6 mos

Investment Professionals, INC.

September 2007 - October 2013 · 6 yrs 1 mo

Multi-Financial Securities Corporation

January 2004 - October 2004 · 9 mos

Ifg Advisory Services INC

July 1998 - January 2004 · 5 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.