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Alvaro Trullenque

30 Years of Experience
Houston, TX
1 Disclosure

Alvaro Trullenque is a registered investment advisor at Inscription Family Office, LLC, based in Houston, TX, with 30 years of industry experience. Alvaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)

Inscription Family does not directly manage investments for clients. Instead, they may refer clients to affiliated investment managers. If a client engages an affiliated manager, a portion of the fees paid to the affiliated manager will be provided to Inscription Family. The client is not obligated to use the affiliated manager.

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Location

Houston, TX

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History

Regulatory History (1)
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Customer Dispute
May 2009
Pending
Other Business Activities

Alvaro is a partner in TP International, a real estate business, with a 50% financial interest, but devotes no time during trading hours. He is also a managing member and investment adviser representative at Inscription Family Office since May 2019.

Employment History
Current Registrations
Inscription Family Office, LLC
September 2019 - Present · 6 yrs 7 mos
Camden Wealth Advisors LLC
March 2009 - Present · 17 yrs 1 mo
Previous Registrations
Inscription Capital, LLC
April 2019 - February 2020 · 10 mos
Stanford Group Company
January 1996 - March 2009 · 13 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.