Overview
Assets Under Management: $335 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 58
Average Client Assets: $5.5 million
Frequently Asked Questions
ASSET MANAGEMENT ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105921), ASSET MANAGEMENT ADVISORS INC is subject to fiduciary duty under federal law.
ASSET MANAGEMENT ADVISORS INC is headquartered in HOUSTON, TX.
ASSET MANAGEMENT ADVISORS INC serves 58 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT ADVISORS INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ASSET MANAGEMENT ADVISORS INC manages $335 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, ASSET MANAGEMENT ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.43%
Average Client Assets: $5.5 million
Total Client Accounts: 1,380
Discretionary Accounts: 582
Non-Discretionary Accounts: 798
Regulatory Filings
CRD Number: 105921
Filing ID: 1161236
Last Filing Date: 2018-03-30 17:28:00