Managed Financial Services Corp Inc
RIAState Registered
Total AUM
$55.5M
Discretionary
$53M
96% of AUM
Avg account
$202K
Accounts
275
Employees
6
Advisory reps
9
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 109806
- Registered since
- August 24, 2012
- Website
- www.managedfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals62.94%
- HNWI37.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Managed Financial Services Corp Inc is an independent, individually owned registered investment adviser that provides portfolio management services to individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 10330 Lake Rd
- Time zone
- CT (UTC-6)
- Office locations
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