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Salvador Ibanez De Opacua

CARAVAN CAPITAL MANAGEMENT LLC·TACOMA, Washington
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950 PACIFIC AVENUE, TACOMA, WA 98402CRD# 3200599Firm CRD# 148301
01

About

Salvador Ibanez De Opacua is a registered financial advisor based in TACOMA, Washington, affiliated with CARAVAN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CARAVAN CAPITAL MANAGEMENT LLC
CARAVAN CAPITAL MANAGEMENT LLC
AUM
$70M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3200599
Firm CRD# 148301
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Salvador Ibanez De Opacua offer?
Salvador Ibanez De Opacua specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TACOMA, Washington for a consultation.
What are Salvador Ibanez De Opacua's credentials?
Salvador Ibanez De Opacua is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Salvador Ibanez De Opacua located?
Salvador Ibanez De Opacua is based in TACOMA, Washington, working with CARAVAN CAPITAL MANAGEMENT LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Salvador Ibanez De Opacua charge for services?
Salvador Ibanez De Opacua'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 CARAVAN CAPITAL MANAGEMENT LLC?
CARAVAN CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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