5151 ADVISORS, LLC
Total AUM
$75.1M
Employees
1Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7500 SAN FELIPE
SUITE 600
HOUSTON
TX 77063
United States
SUITE 600
HOUSTON
TX 77063
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
713-706-6113
Financials
Total AUM
$75.1M
Accounts
17Discretionary
$75.1M
Accounts
17Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5AUM
$489.3K
HNW Individual Clients
10AUM
$59.3M
Charitable Organization Clients
1AUM
$15.3M
Corporation or Business Clients
1AUM
$42
Services
Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR A FOUNDATION
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.