Gulf Coast Ria

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Baytown, Texas
CRD number
317550
Website
gc-ria.com
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gulf Coast Ria is organized as a limited liability company owned by an individual and focuses on advisory work for individuals and small businesses. Its primary services are financial planning and portfolio management. Compensation is billed as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor, is not flagged as a multistate adviser, and is not documented as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Thomas Badgett

    Investment Advisor RepresentativeCRD 4297851

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Baytown, TX

Harris

Location

Baytown, TX

Headquartered in Baytown, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
410 Schilling St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth