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Building 2PORTFOLIO ADVISORY COUNCIL,L.L.C.

Map pinHOUSTON, TX
Phone713.574.6015
NotebookSEC #801-27691
Total AUM
$494.9M
Employees
9
Clients
567

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 GREENWAY PLAZA
SUITE 1776
HOUSTON
TX 77046
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
713.574.6015

ReceiptFinancials

Total AUM
$494.9M
Accounts
971
Discretionary
$394.4M
Accounts
954
Non-Discretionary
$100.6M
Accounts
17

ContactClients

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Individual Clients
420
AUM
$253M
HNW Individual Clients
130
AUM
$141.3M
Pension/Profit Sharing Plan Clients
17
AUM
$100.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOKSLAMNTXWA

HandshakeAffiliates

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

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