AdvisorOS Directory
Claim Profile
Unclaimed Profile
MP

Mario Neutel Soares Portela

CIRCULARIS PARTNERS LP·THE WOODLANDS, Texas
Clean recordCIRCULARIS PARTNERS LP
15 ENGLISH HEATHER PLACE, THE WOODLANDS, TX 77382CRD# 6865171Firm CRD# 290146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mario Neutel Soares Portela · THE WOODLANDS, TX
Registration
CRD #6865171 · CIRCULARIS PARTNERS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mario Neutel Soares Portela is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with CIRCULARIS PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Mario

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mario is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CIRCULARIS PARTNERS LP
CIRCULARIS PARTNERS LP
AUM
$123M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CIRCULARIS PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6865171
Firm CRD# 290146
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mario Neutel Soares Portela offer?
Mario Neutel Soares Portela specializes in Retirement Planning. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Mario Neutel Soares Portela's credentials?
Mario Neutel Soares Portela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mario Neutel Soares Portela located?
Mario Neutel Soares Portela is based in THE WOODLANDS, Texas, working with CIRCULARIS PARTNERS LP. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Mario Neutel Soares Portela charge for services?
Mario Neutel Soares Portela'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 CIRCULARIS PARTNERS LP?
CIRCULARIS PARTNERS LP has approximately 2 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CIRCULARIS PARTNERS LP

Geoffrey Mark Duyk
TAMPA, FL
Mark Stout Gudiksen
TAMPA, FL

More Advisors in THE WOODLANDS, Texas

Jose Luis Llamas
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Henry John Pizzutello
HFG WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX
Javier Guzman Ortiz
ERGUZ, LLC·THE WOODLANDS, TX
Jared Michael Machen
BWM PLANNING LLC·THE WOODLANDS, TX
Jose Ernesto
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Barbara Kathryn Jenks
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile