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ADELL HARRIMAN & CARPENTER
2700 Post Oak Blvd, Ste 1200
Houston, Texas 77056
Tel: 713-621-1155
About ADELL HARRIMAN & CARPENTER
ADELL HARRIMAN & CARPENTER, formally registered with the SEC as ADELL HARRIMAN & CARPENTER. The firm was established in 11/29/1995. They have over 1 offices throughout the country.
ADELL HARRIMAN & CARPENTER is a Houston, Texas based Financial Planning firm with nearly $1,332,289,328 assets under management, offering retirement planning & investment advisory services to 1963 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107488 |
| SEC# | 801-50660 |
| Assets Managed by Firm | $1,332,289,328 |
| No. of Clients | 1963 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1963 | $1,332,289,328 |
| Individuals (other than high net worth individuals) | 251 | $84,321,177 |
| High net worth individuals | 427 | $1,113,111,284 |
| Pension and profit sharing plans | 17 | $24,147,274 |
| Corporations or other businesses | 28 | $110,709,593 |
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