Updated:
James S. Marroquin, CFP
JAMES S. MARROQUIN, CFP is an SEC-registered investment adviser in Austin, TX. It has one employee and one investment adviser. The firm is based in Austin.
James S. Marroquin, CFP
JAMES S. MARROQUIN, CFP is an SEC-registered investment adviser in Austin, TX. It has one employee and one investment adviser. The firm is based in Austin.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Principals
James S. Marroquin
Founder
Sector focus
Frequently asked questions
What is James S. Marroquin, CFP?
James S. Marroquin, CFP is a single family office based in United States.
Where is James S. Marroquin, CFP headquartered?
James S. Marroquin, CFP is headquartered in United States, in the North America region.
What is James S. Marroquin, CFP's assets under management?
James S. Marroquin, CFP reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for James S. Marroquin, CFP?
Altss maintains an OSINT-verified profile of James S. Marroquin, CFP covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is James S. Marroquin, CFP?
James S. Marroquin, CFP is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on James S. Marroquin, CFP?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was James S. Marroquin, CFP's Altss profile last updated?
James S. Marroquin, CFP's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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