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ANRIA
LEAGUE CITY, TX
281-521-3485
SEC #801-72010Total AUM
$352M
Employees
26Clients
25Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2450 SOUTH SHORE BLVD
SUITE 400
LEAGUE CITY
TX 77573-2997
United States
SUITE 400
LEAGUE CITY
TX 77573-2997
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
281-521-3485
Other Offices
1
Financials
Total AUM
$352M
Accounts
25Discretionary
$352M
Accounts
25Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$7.1M
Pension/Profit Sharing Plan Clients
1AUM
$23.2M
Charitable Organization Clients
5AUM
$183.5M
Insurance Company Clients
1AUM
$20.8M
Corporation or Business Clients
14AUM
$117.5M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
DIRECT COST REIMBURSEMENT
Compliance
Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
OKSCTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.