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AS
CFP
AS
CFP

Ana Salas

Intrua Financial
24 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Ana Salas is a CFP-designated registered investment advisor at Intrua Financial, based in Houston, TX, with 24 years of industry experience. Ana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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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.

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Other Business Activities

Ana provides administrative support to Intrua Financial, an independent investment advisor firm, dedicating nearly full-time hours to this role. Ana also owns rental real estate properties, spending minimal time on these activities.

Employment History
Current Registrations
Intrua Financial
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Private Advisor Group, LLC
July 2013 - April 2021 · 7 yrs 9 mos
Investment Advisors
June 2008 - July 2013 · 5 yrs 1 mo
Proequities, INC.Broker
February 2004 - July 2013 · 9 yrs 5 mos
Washington Square Securities, INC.Broker
August 2001 - December 2003 · 2 yrs 4 mos
State Registrations16 states
ARCACODCFLGAINMAMNNCNYORPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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