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EOC PARTNERS ADVISORS L.P.
1717 West Loop South
Suite 1800
Houston, Texas 77027
Tel: 713-828-0482
About EOC PARTNERS ADVISORS L.P.
EOC PARTNERS ADVISORS LP, formally registered with the SEC as EOC PARTNERS ADVISORS LP. The firm was established in 04/04/2023. They have over 1 offices throughout the country.
EOC PARTNERS ADVISORS L.P. is a Houston, Texas based Financial Planning firm with nearly $1,008,790,351 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321653 |
| SEC# | 801-127568 |
| Assets Managed by Firm | $1,008,790,351 |
| No. of Clients | 9 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CONSULTING FEE)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,008,790,351 |
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