Enrique Villalobos
Enrique Villalobos is a CFP-designated registered investment advisor at Enrique Villalobos & Associates, based in West Covina, CA, with 24 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.
Fee Estimator
Location
150 N. Grand Ave, Suite 203, West Covina, CA, 91791
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Enrique is the owner and sole proprietor of Enrique Villalobos and Associates, a tax preparation and accounting business, spending about half his time on it. He also serves as President of Canyon Crest Villas Homeowners Association, dedicating minimal time to overseeing monthly meetings.
Employment History
Current Registrations
Enrique Villalobos & Associates
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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.