E & G Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 130550
- Registered since
- May 2, 2014
- Website
- www.eandgadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.77%
- Individuals4.4%
- Corporations / Businesses4.34%
- Charitable Organizations2.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
E & G Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional/business clients under a percentage-of-AUM fee model. Its stated advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Other12%
- US Government Bonds6%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 4Mark Easley
PartnerCRD 4761284
Saif Omer
AdvisorCRD 5822343
Adam Gracely
PartnerCRD 5238247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$406M in ETFs
79%
$322M
3%
$83.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $50.5M | 406,122 | 12.44% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2000 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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