NEEDVILLE INSURANCE AGENCY INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NEEDVILLE, Texas
CRD number
322817
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Needville Insurance Agency Inc. operates primarily as an insurance broker, engaging in the selection of other advisers and conducting educational seminars and workshops. The firm is classified as unclassified and functions as a capital allocator, indicating a focus on managing and directing investments, although specific investment strategies or preferences are not detailed. The agency does not actively participate in ESG (Environmental, Social, and Governance) investing and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Bradley Stavinoha

    OwnerCRD 7609156

Wealth teams

FINTRX

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

NEEDVILLE, TX

FORT BEND

Location

NEEDVILLE, TX

Headquartered in NEEDVILLE, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
13644 FM 442 Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth