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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not engage in capital allocation or act as a pension consultant, and it does not have a multi-state advisory presence. Investments Plus LLC operates under a fee structure based on a percentage of assets under management (AUM), catering to a client base that includes individuals and families. The firm does not actively pursue ESG investments.
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 Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
Contacts
1 of 1AMY 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
Similar firms
VAN DUIVENDYK CAPITAL MANAGEMENT
RIAWACO, TX
THE ASPEN EQUITY GROUP
RIAWACO, TX
WARDLAW WEALTH MANAGEMENT LLC
RIAWACO, TX
OPEN RANGE FINANCIAL GROUP, LLC
RIAWACO, TX
WINNACLE WEALTH, LLC
RIAWACO, TX
JTS FUND ADVISORS, LLC
RIAWACO, TX