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Victor Lozano Masaya

PRESIDIO INVESTORS LLC·AUSTIN, Texas
Unclaimed Profile
515 CONGRESS AVENUE, AUSTIN, TX 78701CRD# 4808216Firm CRD# 160841
01

About

Victor Lozano Masaya is a registered financial advisor based in AUSTIN, Texas, affiliated with PRESIDIO INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRESIDIO INVESTORS LLC
PRESIDIO INVESTORS LLC
AUM
$778M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at PRESIDIO INVESTORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4808216
Firm CRD# 160841
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Lozano Masaya offer?
Victor Lozano Masaya specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are Victor Lozano Masaya's credentials?
Victor Lozano Masaya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Lozano Masaya located?
Victor Lozano Masaya is based in AUSTIN, Texas, working with PRESIDIO INVESTORS LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Victor Lozano Masaya charge for services?
Victor Lozano Masaya'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 PRESIDIO INVESTORS LLC?
PRESIDIO INVESTORS LLC has approximately 14 employees and manages $778M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Yvonne Nmn Yang
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