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LOGIC CAPITAL MANAGEMENT, LLC
7500 San Felipe, Suite 150
Houston, Texas 77063
Tel: 713-781-1475
About LOGIC CAPITAL MANAGEMENT, LLC
LOGIC CAPITAL MANAGEMENT, LLC, formally registered with the SEC as LOGIC CAPITAL MANAGEMENT, LLC. The firm was established in 04/17/2020. They have over 1 offices throughout the country.
LOGIC CAPITAL MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $381,223,059 assets under management, offering retirement planning & investment advisory services to 963 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137902 |
| SEC# | 801-118486 |
| Assets Managed by Firm | $381,223,059 |
| No. of Clients | 963 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 963 | $381,223,059 |
| Individuals (other than high net worth individuals) | 161 | $53,326,377 |
| High net worth individuals | 107 | $319,532,137 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,989,616 |
| Corporations or other businesses | Fewer than 5 clients | $374,929 |
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