Overview
Assets Under Management: $2.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 625
Average Client Assets: $2.5 million
Frequently Asked Questions
HIGHTOWER TEXAS 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 #288687), HIGHTOWER TEXAS is subject to fiduciary duty under federal law.
HIGHTOWER TEXAS is headquartered in HOUSTON, TX.
HIGHTOWER TEXAS serves 625 high-net-worth clients according to their SEC filing dated September 27, 2018. View client details ↓
According to their SEC Form ADV, HIGHTOWER TEXAS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HIGHTOWER TEXAS manages $2.1 billion in client assets according to their SEC filing dated September 27, 2018.
According to their SEC Form ADV, HIGHTOWER TEXAS serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 625
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.79%
Average Client Assets: $2.5 million
Total Client Accounts: 2,551
Discretionary Accounts: 2,551
Regulatory Filings
CRD Number: 288687
Filing ID: 1242895
Last Filing Date: 2018-09-27 13:13:00