Investors Brokerage of Texas, Ltd.
Firm details
- Headquarters
- Waco, Texas
- CRD number
- 13037
- Registered since
- January 3, 1983
- Website
- investorsbrokerage.com
- 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
FINTRXOverview
Investors Brokerage of Texas, Ltd. is a Texas-based partnership that operates primarily as a broker-dealer. The firm’s reported client base is institutional, though its disclosed advisory activities include portfolio management for individuals and small businesses as well as pension consulting services. Ownership is listed as a mix of a domestic entity and individual ownership. The firm charges both a percentage of assets under management and fixed fees. It does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. The firm also reports industry affiliations with broker-dealer and insurance company channels, and its product mix and disclosures suggest a business that blends brokerage distribution with advisory engagements and insurance-linked solutions.
Assets & Accounts
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 6
Brian Bachik
Vice PresidentCRD 2640784

Timothy Kohn
PresidentCRD 1113921

Randall Chenot
Managing Director, Institutional Cash ManagementCRD 1739014
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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