RECURRENT INVESTMENT ADVISORS LLC

3801 Kirby Drive
Suite 654
Houston, Texas 77098-4100
Tel: (832) 241-5900

About RECURRENT INVESTMENT ADVISORS LLC

RECURRENT INVESTMENT ADVISORS LLC, formally registered with the SEC as RECURRENT INVESTMENT ADVISORS LLC. The firm was established in 06/30/2017. They have over 1 offices throughout the country.

RECURRENT INVESTMENT ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $782,237,028 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288694
SEC#	801-110728
Assets Managed by Firm	$782,237,028
No. of Clients	9
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$782,237,028
High net worth individuals	Fewer than 5 clients	$856,992
Corporations or other businesses	Fewer than 5 clients	$7,352,236

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