MM
Matienzo Maurer, Juan
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343279
· SEC file 801-136878
· San Andres Cholula, Puebla
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ADV data as of Aug 13, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Jun 26, 2026
Aug 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 13, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗