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Oscar Raul Mondragon

CENTRIC ADVISORS, LLC·CYPRESS, Texas
Unclaimed Profile
12549 LOUETTA ROAD, CYPRESS, TX 77429CRD# 6134876Firm CRD# 282477
01

About

Oscar Raul Mondragon is a registered financial advisor based in CYPRESS, Texas, affiliated with CENTRIC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CENTRIC ADVISORS, LLC
CENTRIC ADVISORS, LLC
AUM
$178M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CENTRIC ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6134876
Firm CRD# 282477
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Oscar Raul Mondragon offer?
Oscar Raul Mondragon specializes in Financial Planning, Investment Management. Contact their office in CYPRESS, Texas for a consultation.
What are Oscar Raul Mondragon's credentials?
Oscar Raul Mondragon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oscar Raul Mondragon located?
Oscar Raul Mondragon is based in CYPRESS, Texas, working with CENTRIC ADVISORS, LLC. Their office serves clients in the CYPRESS metropolitan area and surrounding communities.
How does Oscar Raul Mondragon charge for services?
Oscar Raul Mondragon'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 CENTRIC ADVISORS, LLC?
CENTRIC ADVISORS, LLC has approximately 13 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CYPRESS
Youssef Sebban — ECKUITY LLCVishal Jain — ECKUITY LLCQuenton Carl Nolte — NYTRX LLCZachary Thomas Majors — CENTRIC ADVISORS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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