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RECURRENT INVESTMENT ADVISORS LLC
3801 Kirby Drive
Suite 654
Houston, Texas 77098-4100
Tel: (832) 241-5900
About RECURRENT INVESTMENT ADVISORS LLC
RECURRENT INVESTMENT ADVISORS LLC, formally registered with the SEC as RECURRENT INVESTMENT ADVISORS LLC. The firm was established in 06/30/2017. They have over 1 offices throughout the country.
RECURRENT INVESTMENT ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $782,237,028 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288694 |
| SEC# | 801-110728 |
| Assets Managed by Firm | $782,237,028 |
| No. of Clients | 9 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $782,237,028 |
| High net worth individuals | Fewer than 5 clients | $856,992 |
| Corporations or other businesses | Fewer than 5 clients | $7,352,236 |
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