ADELL HARRIMAN & CARPENTER
Total AUM
$2.1B
Employees
13Clients
819Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 POST OAK BLVD, STE 1200
HOUSTON
TX 77056
United States
HOUSTON
TX 77056
United States
Operating Hours
8:30 AM-5:00 PM M-TH; 8:00 AM-4:30 PM F
Monday - Friday
Monday - Friday
Phone
713-621-1155
Financials
Total AUM
$2.1B
Accounts
2,825Discretionary
$2.1B
Accounts
2,825Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
240AUM
$78.9M
HNW Individual Clients
524AUM
$1.8B
Pension/Profit Sharing Plan Clients
20AUM
$39.9M
Charitable Organization Clients
11AUM
$13.2M
Corporation or Business Clients
24AUM
$156.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILKSLAMONCNHNMNYOHOKPATNTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.