Investors Brokerage of Texas, Ltd.

Broker-DealerFINRA MemberEst. 1983
Total AUM
$98.6M
Discretionary
$0
0% of AUM
Accounts
17
Employees
8
Advisory reps
7
Brokerage reps
6

Firm details

Headquarters
Waco, Texas
CRD number
13037
Registered since
January 3, 1983
Custodians
HILLTOP SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans99.17%
  • Individuals0.83%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Investors Brokerage of Texas, Ltd. is a partnership that has been SEC-registered since 1983 and operates as a broker-dealer serving an institutional client base. The firm provides advisory services focused on portfolio management for individuals and small businesses and offers pension consulting services. Its fee arrangements include both percentage-of-AUM and fixed-fee contracts. The firm is not a multi-state adviser, does not describe itself as a capital allocator, and does not identify as an active ESG investor. The firm reports affiliations with broker-dealer and insurance company channels, which aligns with its combination of brokerage and advisory activities and its use of insurance products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Joseph Brooks

    CFOCRD 2114242

Contacts

3 of 6
  • Brian Bachik

    Brian Bachik

    Vice PresidentCRD 2640784

  • Timothy Kohn

    Timothy Kohn

    PresidentCRD 1113921

  • Randall Chenot

    Randall Chenot

    Managing Director, Institutional Cash ManagementCRD 1739014

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth