Overview
Assets Under Management: $4.8 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 289
Average Client Assets: $1.1 million
Frequently Asked Questions
SALIENT CAPITAL ADVISORS, LLC 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 #153914), SALIENT CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SALIENT CAPITAL ADVISORS, LLC is headquartered in HOUSTON, TX.
SALIENT CAPITAL ADVISORS, LLC serves 289 high-net-worth clients according to their SEC filing dated September 06, 2018. View client details ↓
According to their SEC Form ADV, SALIENT CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SALIENT CAPITAL ADVISORS, LLC manages $4.8 billion in client assets according to their SEC filing dated September 06, 2018.
According to their SEC Form ADV, SALIENT CAPITAL ADVISORS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 289
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.79%
Average Client Assets: $1.1 million
Total Client Accounts: 504
Discretionary Accounts: 504
Regulatory Filings
CRD Number: 153914
Filing ID: 1239335
Last Filing Date: 2018-09-06 12:55:00