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Home > Retirement Planners > texas > houston > AMERICANA PARTNERS, LLC
AMERICANA PARTNERS, LLC
811 Louisiana Street
Suite 2420
Houston, Texas 77002
Tel: 713-429-5552
About AMERICANA PARTNERS, LLC
AMERICANA PARTNERS, LLC, formally registered with the SEC as AMERICANA PARTNERS, LLC. The firm was established in 04/17/2019. They have over 6 offices throughout the country.
AMERICANA PARTNERS, LLC is a Houston, Texas based Financial Planning firm with nearly $4,945,711,483 assets under management, offering retirement planning & investment advisory services to 5825 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301354 |
| SEC# | 801-115018 |
| Assets Managed by Firm | $4,945,711,483 |
| No. of Clients | 5825 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5825 | $4,945,711,483 |
| Individuals (other than high net worth individuals) | 592 | $158,239,630 |
| High net worth individuals | 533 | $3,500,813,273 |
| Pension and profit sharing plans | 7 | $5,291,445 |
| Charitable organizations | 38 | $1,097,496,074 |
| Corporations or other businesses | 32 | $126,562,034 |
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