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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

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03

Firm Overview

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

Background

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

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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.
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Other Advisors at COMUNIDAD FUND I MANAGER, LLC

Rachel B Marquez
AUSTIN, TX

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Research
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