Adviser Profile
| As of Date | 09/10/2021 |
| Registration status | Terminated |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 187,932,183 |
| of that, discretionary | 175,977,329 -30% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 278,831 9% |
| % High Net Worth | 16.63% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
202M
173M
144M
116M
87M
58M
29M
2016
2017
2018
2019
2020
2021
Private Funds
No private funds