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Building 2AMERICANA PARTNERS, LLC

Map pinHOUSTON, TX
Phone713-429-5552
NotebookSEC #801-115018
Total AUM
$9.1B
Employees
86
Clients
1,818

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
811 LOUISIANA STREET
SUITE 2420
HOUSTON
TX 77002
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
713-429-5552
Other Offices
11

ReceiptFinancials

Total AUM
$9.1B
Accounts
6,991
Discretionary
$7B
Accounts
3,995
Non-Discretionary
$2.1B
Accounts
2,996

ContactClients

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Individual Clients
800
AUM
$235M
HNW Individual Clients
827
AUM
$6.8B
Pooled Vehicle Clients
9
AUM
$93.7M
Pension/Profit Sharing Plan Clients
56
AUM
$28.4M
Charitable Organization Clients
68
AUM
$1.6B
Corporation or Business Clients
58
AUM
$405.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAILLAMIMONCNENHNJNMNVNYOHOKORPASCSDTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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