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Building 2RHODES INVESTMENT ADVISORS, INC.

Map pinFORT WORTH, TX
Phone817-334-0455
NotebookSEC #801-117510
Total AUM
$376.3M
Employees
9
Clients
815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
306 WEST 7TH STREET
SUITE 1000
FORT WORTH
TX 76012
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
817-334-0455
Other Offices
3

ReceiptFinancials

Total AUM
$376.3M
Accounts
815
Discretionary
$185.1M
Accounts
465
Non-Discretionary
$191.2M
Accounts
350

ContactClients

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Individual Clients
799
AUM
$293.8M
Pension/Profit Sharing Plan Clients
16
AUM
$82.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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