JA
CFP
JA
CFP

Juaquin Gabriel Arellano

13 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
2,171 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$250K
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Location

600 Travis Street Ste 5900, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Juaquin is a member of Ethos Distribution Partners LLC, an electrical supply reseller, dedicating minimal time to passive duties. He also serves as a board member for Mental Health America of Greater Houston and volunteers for the Family Reach Foundation, providing pro bono financial planning; both roles require minimal time.

Employment History
Current Registrations
Tectonic Advisors LLC
August 2017 - Present · 8 yrs 6 mos
Sanders Morris LLCBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Salient Capital L.P.Broker
March 2013 - April 2017 · 4 yrs 1 mo
Salient Capital Advisors, LLC
April 2012 - April 2017 · 5 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.