Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > HOURGLASS CAPITAL, LLC
HOURGLASS CAPITAL, LLC
5020 Montrose Blvd
Suite 400
Houston, Texas 77006
Tel: 713-936-0440
About HOURGLASS CAPITAL, LLC
HOURGLASS CAPITAL, LLC, formally registered with the SEC as HOURGLASS CAPITAL, LLC. The firm was established in 08/04/2008. They have over 1 offices throughout the country.
HOURGLASS CAPITAL, LLC is a Houston, Texas based Financial Planning firm with nearly $535,598,000 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147754 |
| SEC# | 801-69395 |
| Assets Managed by Firm | $535,598,000 |
| No. of Clients | 377 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 377 | $535,598,000 |
| Individuals (other than high net worth individuals) | 23 | $9,167,000 |
| High net worth individuals | 69 | $509,449,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,631,000 |
| Charitable organizations | Fewer than 5 clients | $15,351,000 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas