Managed Financial Services Corp Inc

RIASEC 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
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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Owners & executives

3 of 4

William Mitchell
Chief Investment OfficerCRD 2778930
John Cook
CEOCRD 1452978
James Delonas
COOCRD 4133588

Unlock 1 more executives →

Contacts

3 of 5

Steven Hobbs
Registered RepresentativeCRD 4061817
Anthony Sumrall
Investment Advisor RepresentativeCRD 4919922
Jonathan Elston
Investment Advisor RepresentativeCRD 7141322

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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

Similar firms

Sucre'-Vail Wealth Advisors

Houston, TX

AUM $55.8MTEAM 4REPS 2

Altere Financial, LLC

Houston, TX

AUM $55.2MTEAM 3REPS 3

Performance Investment Group

Houston, TX

AUM $54.9MTEAM 1REPS 2

Presidio Financial, LLC

Houston, TX

AUM $54MTEAM 2REPS 2

Houston Wealth Advisers, LLC

Houston, TX

AUM $57.4MTEAM 1REPS 1

Thornton Financial Management And Services

Houston, TX

AUM $53.3MTEAM 2REPS 2

More RIAs in Houston →All Texas RIAs →