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Building 2RIA ADVISORS

Map pinHOUSTON, TX
Phone281-501-1791
NotebookSEC #801-77832
Total AUM
$1.8B
Employees
16
Clients
1,367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11750 KATY FREEWAY
SUITE 840
HOUSTON
TX 77079
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
281-501-1791
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
3,969
Discretionary
$1.8B
Accounts
3,862
Non-Discretionary
$76.2M
Accounts
107

ContactClients

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Individual Clients
801
AUM
$369.5M
HNW Individual Clients
434
AUM
$1.4B
Business Development Company Clients
1
AUM
$103.7K
Pension/Profit Sharing Plan Clients
18
AUM
$11.6M
Investment Advisor Clients
113
AUM
$45.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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