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Daniel Hugo

CAPITAL ONE ASSET MANAGEMENT, LLC·HOUSTON, Texas
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5444 WESTHEIMER ROAD, HOUSTON, TX 77056-9903CRD# 6312253Firm CRD# 110533
01

About

Daniel Hugo is a registered financial advisor based in HOUSTON, Texas, affiliated with CAPITAL ONE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL ONE ASSET MANAGEMENT, LLC
CAPITAL ONE ASSET MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CAPITAL ONE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6312253
Firm CRD# 110533
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Hugo offer?
Daniel Hugo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Daniel Hugo's credentials?
Daniel Hugo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Hugo located?
Daniel Hugo is based in HOUSTON, Texas, working with CAPITAL ONE ASSET MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Daniel Hugo charge for services?
Daniel Hugo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ONE ASSET MANAGEMENT, LLC?
CAPITAL ONE ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in TexasNational Fee Analysis
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