Overview
Assets Under Management: $519 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 129
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 733
Discretionary Accounts: 724
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 130550
Last Filing Date: 2024-03-08 00:00:00
Website: https://eandgadvisors.com