Claim Profile
Unclaimed Profile
JM

Juan A Marquez

COMUNIDAD FUND I MANAGER, LLC·AUSTIN, Texas
Clean recordCOMUNIDAD FUND I MANAGER, LLC
5000 PLAZA ON THE LAKE, AUSTIN, TX 78746CRD# 7405932Firm CRD# 315665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juan A Marquez · AUSTIN, TX
Registration
CRD #7405932 · COMUNIDAD FUND I MANAGER, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Juan A Marquez is a registered financial advisor based in AUSTIN, Texas, affiliated with COMUNIDAD FUND I MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Juan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Juan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COMUNIDAD FUND I MANAGER, LLC
COMUNIDAD REALTY PARTNERS
AUM
$265M
Regulatory assets under management
Employees
76
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7405932
Firm CRD# 315665
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Juan A Marquez offer?
Juan A Marquez specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are Juan A Marquez's credentials?
Juan A Marquez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan A Marquez located?
Juan A Marquez is based in AUSTIN, Texas, working with COMUNIDAD FUND I MANAGER, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Juan A Marquez charge for services?
Juan A Marquez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMUNIDAD FUND I MANAGER, LLC?
COMUNIDAD FUND I MANAGER, LLC has approximately 76 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COMUNIDAD FUND I MANAGER, LLC