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FRUTH INVESTMENT MANAGEMENT
820 Gessner
Suite 1640
Houston, Texas 77024-4465
Tel: 713-464-2283
About FRUTH INVESTMENT MANAGEMENT
FRUTH INVESTMENT MANAGEMENT, formally registered with the SEC as FRUTH INVESTMENT MANAGEMENT. The firm was established in 03/10/1992. They have over 1 offices throughout the country.
FRUTH INVESTMENT MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $386,163,781 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107273 |
| SEC# | 801-40948 |
| Assets Managed by Firm | $386,163,781 |
| No. of Clients | 434 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 434 | $386,163,781 |
| Individuals (other than high net worth individuals) | 72 | $34,731,180 |
| High net worth individuals | 103 | $342,686,971 |
| Corporations or other businesses | 2 | $8,745,630 |
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