Overview
Assets Under Management: $55 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 32
Average Client Assets: $1.2 million
Frequently Asked Questions
TRI-STAR ADVISORS, INC. 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 #149760), TRI-STAR ADVISORS, INC. is subject to fiduciary duty under federal law.
TRI-STAR ADVISORS, INC. is headquartered in HOUSTON, TX.
TRI-STAR ADVISORS, INC. serves 32 high-net-worth clients according to their SEC filing dated May 26, 2023. View client details ↓
According to their SEC Form ADV, TRI-STAR ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TRI-STAR ADVISORS, INC. manages $55 million in client assets according to their SEC filing dated May 26, 2023.
According to their SEC Form ADV, TRI-STAR ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.86%
Average Client Assets: $1.2 million
Total Client Accounts: 129
Discretionary Accounts: 129
Regulatory Filings
CRD Number: 149760
Filing ID: 1764104
Last Filing Date: 2023-05-26 14:10:00