George Munoz
Advisor at Munoz Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Munoz Group
Location
Arlington, VA 22201
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
About
George Munoz is a CFP®-designated financial advisor and principal of Munoz Group with 21 years of industry experience. He has served on the boards of several organizations, including Altria Group, Anixter International, Marriott International, and the National Geographic Society. Munoz also maintains a legal practice through Tobin & Munoz and holds long-term roles with Laureate Education and other entities. Munoz Group provides financial advisory and investment banking services primarily to business entities and high-net-worth individuals, focusing on emerging-market investments. The firm specializes in project-level financial analysis and transaction advisory, without offering portfolio management or custody services.
Fee options
Fixed fees on a case-by-case basis: $1,000/month for portfolios under $1 million; $2,000/month for $1 million to $5 million; $3,000/month for $5 million to $10 million; hourly rate only for portfolios over $10 million
$0 - $1,000,000: $1,000,000 - $5,000,000: $5,000,000 - $10,000,000: $10,000,000+:
$595 per hour
Account minimum: $1,000,000 Fee-only: Hourly rate of $595 per hour; Fixed fees ranging from $1,000 to $3,000 per month depending on portfolio size
Location
2111 Wilson Blvd., Suite 850
Arlington, VA 22201
Most active in
George M has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Laureate Education, Inc.
2013 - Present (13 years)
Direct Edge, Inc.
2010 - Present (16 years)
Law Offices of George Munoz, PLLC
2007 - Present (19 years)
Altria Group, Inc.
2004 - Present (22 years)
Anixter International Inc.
2004 - Present (22 years)
National Geographic Society
2004 - Present (22 years)
Marriott International
2002 - Present (24 years)
Munoz Investment Banking Group, LLC
2001 - Present (25 years)
Tobin & Munoz (Formerly Tobin Petkus & Munoz)
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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