Overview

We are financial planning and money management firm with two offices in the Houston area. We use a two step process when working with new clients. First we perform a comprehensive analysis for the clients for which we charge an advisory fee. We then manage our clients assets utilizing institutional mutual funds, stocks, ETF's, close-ended mutual funds and individual bonds to build the portfolios for which we charge an AUM fee.

The firm currently has two partners, one a CFP, one a CPA. The two partners operate as the OSJ and Branch Manager for the both locations. We utilize an independent B/D and RIA.

We are looking to acquire other practices, merge with another practice as their succession plan or have advisors who are looking for future ownership to join our growing firm.


Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...