1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Map pinHOUSTON, TX
Phone713-227-1100
NotebookSEC #801-36485
Total AUM
$829.2M
Employees
15
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
717 TEXAS AVENUE
HOUSTON
TX 77002
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
713-227-1100
Other Offices
1

ReceiptFinancials

Total AUM
$829.2M
Accounts
37
Discretionary
$829.2M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
26
AUM
$389.3M
Charitable Organization Clients
1
AUM
$49.6M
Government Entity Clients
8
AUM
$366.2M
Corporation or Business Clients
2
AUM
$24.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account