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FOUNDERS CAPITAL MANAGEMENT INC
4400 Post Oak Parkway
Suite 2500
Houston, Texas 77027-3416
Tel: 713-877-1188
About FOUNDERS CAPITAL MANAGEMENT INC
FOUNDERS CAPITAL MANAGEMENT INC, formally registered with the SEC as FOUNDERS CAPITAL MANAGEMENT INC. The firm was established in 01/31/1995. They have over 1 offices throughout the country.
FOUNDERS CAPITAL MANAGEMENT INC is a Houston, Texas based Financial Planning firm with nearly $241,266,780 assets under management, offering retirement planning & investment advisory services to 126 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111164 |
| SEC# | 801-48364 |
| Assets Managed by Firm | $241,266,780 |
| No. of Clients | 126 |
| No. of Advisors | 3 |
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 | 126 | $241,266,780 |
| Individuals (other than high net worth individuals) | 67 | $15,009,634 |
| High net worth individuals | 60 | $209,580,515 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,136,104 |
| Charitable organizations | Fewer than 5 clients | $9,540,527 |
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