Quattro Financial Advisors LLC

Quattro Financial Advisors LLC, a Delaware Limited Liability Company, employs two advisors and is registered with the U.S. Securities and Exchange Commission. While the number of clients they serve is unknown, the firm's SEC status is listed as approved with a registration date of August 22, 2016.

• JOSE LUIS LLAMAS

  MANAGING MEMBER owns 75% or more

• LAURA TORROJA

  CHIEF COMPLIANCE OFFICER owns less than 5%

• YVES OLIVIER COCHEZ

  CHIEF INVESTMENT OFFICER owns less than 5%

• BANK J SAFRA SARASIN (BAHAMAS) LTD
  Bahamas, The
• CITIBANK
  United States
• GLOBAL FINANCIAL SERVICES, L.L.C.
  United States
• GOLDMAN SACHS & CO. LLC
  United States
• J.P. MORGAN SECURITIES LLC
  United States
• MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
  United States
• MORGAN STANLEY SMITH BARNEY LLC
  United States
• OPPENHEIMER & CO. INC
  United States
• PERSHING LLC
  United States
• SAFRA NATIONAL BANK
  United States

• Engrave Wealth Partners LLC
• Woodlands Asset Management Inc
• Rhame & Gorrell Wealth Management LLC
• Erguz LLC
• Essex Woodlands Management Inc
• Investment Advisory Services Inc
• Waterway Wealth Management LLC
• Carlton Hofferkamp and Jenks Wealth Management LLC
• Peirce Capital Management LLC
• HFG Wealth Management LLC

• Exploring the Winds of Change: Quattro Financial Advisors' Investment Shifts from Q4 2023 to Q1 2024
• Shifting Tides: A Comparison of Quattro Financial Advisors' Q3 and Q4 2022 13F Holdings

• VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $46,282,059k
• ISHARES TR CORE US AGGBD ET $33,954,769k
• VANGUARD SCOTTSDALE FDS $27,609,532k
• ISHARES TR BARCLAYS 7 10 YR $24,207,297k
• ISHARES INC CORE MSCI EMKT $23,169,114k
• ISHARES TR 3 7 YR TREAS BD $17,460,769k
• SELECT SECTOR SPDR $15,939,595k
• SPDR GOLD TR GOLD $15,629,958k
• SELECT SECTOR SPDR TR SBI INT-FINL $13,811,637k
• ISHARES TR $12,614,843k