Investments Plus LLC
Firm details
- Headquarters
- Waco, Texas
- CRD number
- 306040
- Website
- www.investmentsplustx.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.14%
- HNWI42.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investments Plus LLC is an independent, individually owned registered investment adviser that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges clients a percentage of assets under management and does not describe itself as an allocator to other managers; instead it manages client portfolios directly. It does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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 Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Amy Fields
Founder and PrincipalCRD 2480560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waco, TX
Mclennan
Location
Waco, TX
Headquartered in Waco, TX, in the South of the United States.
- Region
- South
- County
- Mclennan
- Address
- 200 W State Highway 6
- Time zone
- CT (UTC-6)
- Office locations
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