$120MM AUM | $850,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Houston, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$850,000.00
# of Accounts
200
Avg Client Age
55
Overview

Houston based boutique advisory firm specializing in hedged-risk investment management, tax strategies and distribution planning for corporate employees.

Our proactive, hedged investment methodology is designed to help expand our clients' assets while preserving capital in difficult markets.

Firm began from scratch 4 years ago. Currently managing about 120MM and growing because of unique management style.

We have seamless paperless operations, technology, client acquisition strategy and compliance.

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