Overview
Assets Under Management: $104 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 248
Average Client Assets: $0.4 million
Frequently Asked Questions
SEMITA ASSET MANAGEMENT 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 #226757), SEMITA ASSET MANAGEMENT is subject to fiduciary duty under federal law.
SEMITA ASSET MANAGEMENT is headquartered in HOUSTON, TX.
SEMITA ASSET MANAGEMENT serves 248 high-net-worth clients according to their SEC filing dated March 31, 2018. View client details ↓
According to their SEC Form ADV, SEMITA ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SEMITA ASSET MANAGEMENT manages $104 million in client assets according to their SEC filing dated March 31, 2018.
According to their SEC Form ADV, SEMITA ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.64%
Average Client Assets: $0.4 million
Total Client Accounts: 278
Discretionary Accounts: 278
Regulatory Filings
CRD Number: 226757
Filing ID: 1203854
Last Filing Date: 2018-03-31 09:49:00