The Ruben E. Guerra Company, LLC (El Paso)

The Ruben E. Guerra Company, LLC is an adviser based in El Paso. It manages $28.05 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Mexico and Texas.

The Ruben E. Guerra Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and active investment managment. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Ruben E. Guerra Company: assets under management

The assets under management (AUM) of The Ruben E. Guerra Company, LLC is $28.05 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28 million in discretionary accounts and $45 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Ruben E. Guerra Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Ruben E. Guerra Company, LLC

Ruben Edward Guerra has been acting as President since 1 Oct 1995. Susan Harrison Guerra joined the executive team most recently as the Compliance Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ruben Edward Guerra	President/chief compliance officer	1 Oct 1995	75% - 100%	1633387
Susan Harrison Guerra	Compliance manager	1 Jan 2006	50% - 75%	4727162

Based in El Paso

The principal office where The Ruben E. Guerra Company, LLC performs its advisory services is located at 201 E. Main, El Paso, TX 79901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.