Overview
Assets Under Management: $519 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 129
Average Client Assets: $4 million
Frequently Asked Questions
E & G ADVISORS, LP 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 #130550), E & G ADVISORS, LP is subject to fiduciary duty under federal law.
E & G ADVISORS, LP is headquartered in HOUSTON, TX.
E & G ADVISORS, LP serves 129 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, E & G ADVISORS, LP offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
E & G ADVISORS, LP manages $519 million in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, E & G ADVISORS, LP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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