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CHAMPION ADVISORS LLC
7660 Woodway Drive
Suite 583
Houston, Texas 77063
Tel: 281.822.0909
About CHAMPION ADVISORS LLC
CHAMPION ADVISORS LLC, formally registered with the SEC as CHAMPION ADVISORS LLC. The firm was established in 04/21/2015. They have over 1 offices throughout the country.
CHAMPION ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $112,369,239 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149920 |
| SEC# | 801-95176 |
| Assets Managed by Firm | $112,369,239 |
| No. of Clients | 127 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 127 | $112,369,239 |
| Individuals (other than high net worth individuals) | 33 | $7,759,972 |
| High net worth individuals | 20 | $104,609,267 |
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