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Building 2VALIC FINANCIAL ADVISORS, INC.

Map pinHOUSTON, TX
Phone866-544-4968
NotebookSEC #801-54952
Total AUM
$29.2B
Employees
1,647
Clients
293,026

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2919 ALLEN PKWY
HOUSTON
TX 77019
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-544-4968
Other Offices
217

ReceiptFinancials

Total AUM
$29.2B
Accounts
293,026
Discretionary
$29.2B
Accounts
293,026
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291,076
AUM
$26.4B
HNW Individual Clients
1,913
AUM
$2.8B
Corporation or Business Clients
37
AUM
$9.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeMisdemeanor Conviction ChargeOther Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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