Gulfcoast Embers Advisors
Firm details
- Headquarters
- ,
- CRD number
- 343184
- Custodians
- EDWARD JONES
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gulfcoast Embers Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and is not described as a capital allocator or related adviser in the supplied data.
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 Equities90%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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