LP
LP

Luis Omar Gonzalez Perales

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$72.2M
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Location

Tampico, Tamps.

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Luis is a professor at UTRM since 2015, the general manager of Distrubuidora Alebrije since 2014, and a hospitality manager for Villa 38 since 2014. These activities are not investment-related and take about a quarter of his time for the professor role, and about 10-20% of his time for each of the other two roles.

Employment History
Current Registrations
Crosswell Family Wealth Advisors
November 2010 - Present · 15 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.