Owner/cco · Viaquest Advisors LLC
Michael P. Garcia
CRD 2729630 · Named on Form ADV at one SEC-registered adviser
At a glance
Viaquest Advisors LLC, an SEC-registered wealth manager based in Houston, TX with $174 million in regulatory assets, lists Michael P. Garcia on its Form ADV as Owner/cco, a control person.
Firms and roles
- Viaquest Advisors LLCOwner/ccoWealth manager · Houston, TX · $174M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Stephen M. JacksonOwner, Viaquest Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.