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E & G ADVISORS, LP
2000 West Loop South
Suite 2011
Houston, Texas 77027
Tel: 713-880-5819
About E & G ADVISORS, LP
E & G ADVISORS, LP, formally registered with the SEC as E & G ADVISORS, LP. The firm was established in 05/02/2014. They have over 1 offices throughout the country.
E & G ADVISORS, LP is a Houston, Texas based Financial Planning firm with nearly $519,219,091 assets under management, offering retirement planning & investment advisory services to 733 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130550 |
| SEC# | 801-79699 |
| Assets Managed by Firm | $519,219,091 |
| No. of Clients | 733 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 733 | $519,219,091 |
| Individuals (other than high net worth individuals) | 190 | $58,507,375 |
| High net worth individuals | 118 | $410,310,770 |
| Pension and profit sharing plans | 14 | $17,048,212 |
| Charitable organizations | 4 | $10,550,867 |
| Corporations or other businesses | 6 | $22,801,867 |
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