Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > PORTFOLIO ADVISORY COUNCIL,L.L.C.
PORTFOLIO ADVISORY COUNCIL,L.L.C.
3 Greenway Plaza
Suite 1776
Houston, Texas 77046
Tel: 713.574.6015
About PORTFOLIO ADVISORY COUNCIL,L.L.C.
PORTFOLIO ADVISORY COUNCIL,LLC, formally registered with the SEC as PORTFOLIO ADVISORY COUNCIL,LLC. The firm was established in 09/15/1986. They have over 1 offices throughout the country.
PORTFOLIO ADVISORY COUNCIL,L.L.C. is a Houston, Texas based Financial Planning firm with nearly $351,065,964 assets under management, offering retirement planning & investment advisory services to 863 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107465 |
| SEC# | 801-27691 |
| Assets Managed by Firm | $351,065,964 |
| No. of Clients | 863 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 863 | $351,065,964 |
| Individuals (other than high net worth individuals) | 404 | $201,646,896 |
| High net worth individuals | 119 | $88,111,446 |
| Pension and profit sharing plans | 14 | $61,307,622 |
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