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Patricia Ann Aguilar

TRICOR ADVISORY SERVICES, LLC·LAS VEGAS, Nevada
Unclaimed Profile
10501 W GOWAN ROAD, LAS VEGAS, NV 89129CRD# 5211948Firm CRD# 141775
01

About

Patricia Ann Aguilar is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with TRICOR ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRICOR ADVISORY SERVICES, LLC
TRICOR ADVISORY SERVICES, LLC
AUM
$137M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TRICOR ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5211948
Firm CRD# 141775
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Ann Aguilar offer?
Patricia Ann Aguilar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Patricia Ann Aguilar's credentials?
Patricia Ann Aguilar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Aguilar located?
Patricia Ann Aguilar is based in LAS VEGAS, Nevada, working with TRICOR ADVISORY SERVICES, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Patricia Ann Aguilar charge for services?
Patricia Ann Aguilar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRICOR ADVISORY SERVICES, LLC?
TRICOR ADVISORY SERVICES, LLC has approximately 11 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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