1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-332-8400
NotebookSEC #801-76865
Total AUM
$308.2M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3040 POST OAK BLVD.
SUITE 300
HOUSTON
TX 77056
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-332-8400

ReceiptFinancials

Total AUM
$308.2M
Accounts
124
Discretionary
$307.7M
Accounts
119
Non-Discretionary
$533.7K
Accounts
5

ContactClients

View more in analytics →

Pooled Vehicle Clients
1
AUM
$278.3M
Other Clients
1
AUM
$29.9M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR TRUSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account