Enrique Villalobos & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,551,434
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$409,465
About
The firm provides ongoing discretionary portfolio management primarily for individual and high-net-worth clients, serving a small client base and managing roughly $6.6 million in client assets. It focuses on direct portfolio management rather than offering wrap programs or third‑party advisory recommendations.
Investment decisions are driven by fundamental analysis and implemented through the firm’s proprietary model portfolios, which rely mainly on mutual funds and exchange‑traded funds; the firm documents client goals with an 11‑facet financial survey and constructs individualized investment profiles. The adviser typically receives discretionary trading authority, rebalances portfolios as needed, reviews model portfolios monthly, and seeks semi‑annual client meetings.
Distinctive features include that the firm’s principal is also an Enrolled Agent who provides accounting and tax preparation services to clients, a dual role disclosed in the brochure and managed through policies intended to mitigate conflicts of interest. The firm recently removed financial planning and third‑party advisory recommendations from its services, underscoring a narrower, investment‑management–focused practice.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1.00% annually
Account minimum: $250,000 (may be waived at firm's discretion)
Main office location
Enrique Villalobos & Associates
150 N. Grand Ave, Suite 203
West Covina CA 91791, United States
Number of offices
1
Most active in
Enrique Villalobos & Associates has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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