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. is organized as a corporation and is classified in FINTRX as an institutional registered investment adviser. The firm’s primary business activity is insurance brokerage, and its advisory work is focused on selecting other advisers and delivering educational seminars or workshops rather than running in-house discretionary portfolios. FINTRX flags the firm as a capital allocator, indicating it places client capital with external managers or vehicles. The firm is owned by an individual and does not report multi-state adviser status, pension consulting, or related-adviser relationships. Fee structure is listed as "Other," and the firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Bradley Stavinoha

    Bradley Stavinoha

    OwnerCRD 7609156

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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