Unclaimed Profile

Miguel Angel Gomez-Garcia

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas

Series 7, Series 24, Series 63, Series 65Clean record17 years registeredLAUTERBACH FINANCIAL ADVISORS, LLC

4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 5451641Firm CRD# 114431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Miguel Angel Gomez-Garcia · EL PASO, TX

Registration

CRD #5451641 · LAUTERBACH FINANCIAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SOPHRONIA WEALTH ADVISORS

May 2024 – present

LAUTERBACH FINANCIAL ADVISORS, LLC

Oct 2009 – Mar 2024

EL PASO, TX

INVESTORS CAPITAL ADVISORY

Jan 2009 – Oct 2009

EL PASO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 12, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUTERBACH FINANCIAL ADVISORS, LLC

CRD 114431 · SEC 801-64326

AUM

$550M

Regulatory assets under management

Employees

1,003 client accounts

Services offered by LAUTERBACH FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Miguel Angel Gomez-Garcia offer?

Miguel Angel Gomez-Garcia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.

What are Miguel Angel Gomez-Garcia's credentials?

Miguel Angel Gomez-Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miguel Angel Gomez-Garcia located?

Miguel Angel Gomez-Garcia is based in EL PASO, Texas, working with LAUTERBACH FINANCIAL ADVISORS, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.

How does Miguel Angel Gomez-Garcia charge for services?

Miguel Angel Gomez-Garcia'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 LAUTERBACH FINANCIAL ADVISORS, LLC?

LAUTERBACH FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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