Overview
Assets Under Management: $272 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 11
Average Client Assets: $24.7 million
Frequently Asked Questions
T.O.S. 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 #165004), T.O.S. ADVISORS, LLC is subject to fiduciary duty under federal law.
T.O.S. ADVISORS, LLC is headquartered in HOUSTON, TX.
T.O.S. ADVISORS, LLC serves 11 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, T.O.S. ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
T.O.S. ADVISORS, LLC manages $272 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, T.O.S. ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.60%
Average Client Assets: $24.7 million
Total Client Accounts: 356
Discretionary Accounts: 82
Non-Discretionary Accounts: 274
Regulatory Filings
CRD Number: 165004
Filing ID: 1738999
Last Filing Date: 2023-03-31 17:06:00