← Tributary

SOCORRO ASSET MANAGEMENT

DALLAS, TX · CRD 304401 · IAPD ↗ · socorroasset.com · 214-550-1852

$497.9MRegulatory AUM
3Advisory reps
6Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — SOCORRO ASSET MANAGEMENT crossed $500M in regulatory AUM ($490.0M -> $507.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.