INVESTORS BROKERAGE OF TEXAS, LTD.
Firm details
- Headquarters
- WACO, Texas
- CRD number
- 13037
- Registered since
- January 3, 1983
- Website
- investorsbrokerage.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans99.17%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Investors Brokerage Of Texas, Ltd. operates primarily as a broker-dealer that also provides advisory services, including portfolio management for individuals and small businesses and pension consulting. The firm is a partnership with a long-established regulatory presence (SEC-registered since 1983) and a client focus that skews institutional, even as it offers fee-based advisory work to smaller private clients. Its fee arrangements include percentage-of-AUM pricing as well as fixed-fee engagements. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios under the firm's control. Reported assets are held on a non-discretionary basis, which means clients retain trading authority and the firm’s role is oriented toward execution, fund selection and advisory guidance rather than discretionary portfolio management. The firm is not an active ESG investor and maintains affiliations with insurance industry channels alongside its broker-dealer role.
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 Funds100%
Owners & executives
1 of 1JOSEPH BROOKS
CFOCRD 2114242
Contacts
3 of 6RANDALL CHENOT
Managing Director, Institutional Cash ManagementCRD 1739014
PAMELA KOHN
Operations AssistantCRD 6074656
BRIAN BACHIK
Vice PresidentCRD 2640784
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
- 225 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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