Luis Osawa guerrero
Investment adviser representative at Monex Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
$650.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Monex Asset Management, Inc.Feb 2022 to now
- Monex Securities, Inc.May 2018 to now
- University of St ThomasAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Monex Asset Management, Inc.
$650.9MAssets managed
599Clients
17Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6958307
- Firm CRD
- 148123