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STEGENT EQUITY ADVISORS INC.
24 Greenway Plaza
Suite 1507
Houston, Texas 77046
Tel: 713-840-9300 X104
About STEGENT EQUITY ADVISORS INC.
STEGENT EQUITY ADVISORS INC, formally registered with the SEC as STEGENT EQUITY ADVISORS INC. The firm was established in 02/17/2005. They have over 1 offices throughout the country.
STEGENT EQUITY ADVISORS INC. is a Houston, Texas based Financial Planning firm with nearly $183,187,690 assets under management, offering retirement planning & investment advisory services to 354 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114518 |
| SEC# | 801-63736 |
| Assets Managed by Firm | $183,187,690 |
| No. of Clients | 354 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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 | 354 | $183,187,690 |
| Individuals (other than high net worth individuals) | 31 | $11,684,014 |
| High net worth individuals | 58 | $167,927,326 |
| Pension and profit sharing plans | Fewer than 5 clients | $465,835 |
| Charitable organizations | Fewer than 5 clients | $3,110,515 |
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