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REPUBLIC WEALTH ADVISORS
HOUSTON, TX
281-408-2538
SEC #801-61611Total AUM
$204.1M
Employees
5Clients
192Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9 GREENWAY PLAZA
SUITE 2120
HOUSTON
TX 77046
United States
SUITE 2120
HOUSTON
TX 77046
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
281-408-2538
Other Offices
2
Financials
Total AUM
$204.1M
Accounts
1,059Discretionary
$180M
Accounts
914Non-Discretionary
$24.1M
Accounts
145
Clients
Individual Clients
108AUM
$32.4M
HNW Individual Clients
82AUM
$171M
Pension/Profit Sharing Plan Clients
1AUM
$659.7K
Corporation or Business Clients
1AUM
$42K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MANAGEMENT OF OTHER RIA'S CLIENTS' SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
None reported
State Registrations
CAFLLAOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.