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Building 2TRI-STAR ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-735-9200
NotebookSEC #801-70769
Total AUM
$55.5M
Employees
4
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5718 WESTHEIMER
SUITE 950A
HOUSTON
TX 77057
United States
Operating Hours
9:30 A.M. TO 5 P.M.
Monday - Friday
Phone
713-735-9200

ReceiptFinancials

Total AUM
$55.5M
Accounts
129
Discretionary
$55.5M
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$7.4M
HNW Individual Clients
32
AUM
$39.3M
Insurance Company Clients
1
AUM
$8.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOFLLANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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