HIGH PLAINS INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- LUBBOCK, Texas
- CRD number
- 114404
- Registered since
- September 22, 2022
- Website
- www.hptxadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations45.4%
- HNWI39.48%
- Individuals15.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
High Plains Investment Advisors, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family clients and institutional accounts and bills clients via a mix of asset-based fees, hourly charges, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. FINTRX classifies the firm as a non-ESG active investor and not a multi-state or pension consultant adviser.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2TIMOTHY MACK
PresidentCRD 3106624
BRAD PRUITT
Vice PresidentCRD 5646938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LUBBOCK, TX
LUBBOCK
Location
LUBBOCK, TX
Headquartered in LUBBOCK, TX, anchoring the Lubbock-Plainview-Levelland, TX metro in the South.
- Metro area
- Lubbock-Plainview-Levelland, TX
- Region
- South
- County
- LUBBOCK
- Address
- 7021 Kewanee Ave
- Time zone
- CT (UTC-6)
- Office locations
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