Sucre Vail, Inc (Houston)

Sucre Vail, Inc is an adviser based in Houston. It manages $37.77 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2004.

Sucre Vail provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sucre Vail: assets under management

The assets under management (AUM) of Sucre Vail, Inc is $37.77 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sucre Vail, Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sucre Vail, Inc

Margaret R Sucre Vail has been acting as President since 1 Nov 1997. Margaret Rose Sucre Vail joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Margaret R Sucre Vail	President	1 Nov 1997	75% - 100%	1699749
Margaret Rose Sucre Vail	President	1 Nov 1997	75% - 100%	1699749

Based in Houston

The principal office where Sucre Vail, Inc performs its advisory services is located at 16862 Royal Crest Drive, Houston, TX 77058, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.